Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Buy
36,091
+2,611
+8% +$9.53K 0.01% 482
2025
Q1
$115K Sell
33,480
-2,898
-8% -$9.97K 0.01% 439
2024
Q4
$148K Buy
36,378
+54
+0.1% +$220 0.02% 394
2024
Q3
$159K Sell
36,324
-8,282
-19% -$36.2K 0.02% 402
2024
Q2
$182K Sell
44,606
-13,723
-24% -$55.9K 0.02% 341
2024
Q1
$190K Sell
58,329
-1,376
-2% -$4.49K 0.03% 339
2023
Q4
$166K Buy
59,705
+7,474
+14% +$20.8K 0.02% 314
2023
Q3
$107K Sell
52,231
-16,211
-24% -$33.2K 0.02% 261
2023
Q2
$130K Buy
68,442
+20,160
+42% +$38.3K 0.03% 225
2023
Q1
$61.8K Buy
48,282
+23,261
+93% +$29.8K 0.01% 199
2022
Q4
$39.5K Buy
25,021
+7,096
+40% +$11.2K 0.01% 181
2022
Q3
$42K Buy
17,925
+3,446
+24% +$8.07K 0.01% 151
2022
Q2
$37K Buy
+14,479
New +$37K 0.01% 111
2021
Q1
Sell
-5,185
Closed -$22K 179
2020
Q4
$22K Buy
+5,185
New +$22K 0.01% 399