Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
21,968
-547
-2% -$3.79K 0.02% 475
2025
Q1
$126K Sell
22,515
-3,098
-12% -$17.4K 0.01% 433
2024
Q4
$144K Buy
25,613
+1,432
+6% +$8.08K 0.02% 396
2024
Q3
$148K Buy
24,181
+6,628
+38% +$40.4K 0.02% 410
2024
Q2
$112K Sell
17,553
-3,128
-15% -$20K 0.01% 367
2024
Q1
$186K Buy
20,681
+996
+5% +$8.97K 0.03% 341
2023
Q4
$153K Buy
19,685
+5,228
+36% +$40.5K 0.02% 318
2023
Q3
$94K Sell
14,457
-2,504
-15% -$16.3K 0.02% 271
2023
Q2
$120K Buy
16,961
+2,314
+16% +$16.4K 0.02% 228
2023
Q1
$81K Buy
14,647
+740
+5% +$4.09K 0.02% 192
2022
Q4
$56.3K Buy
13,907
+352
+3% +$1.43K 0.01% 177
2022
Q3
$46K Buy
13,555
+2,817
+26% +$9.56K 0.01% 148
2022
Q2
$42K Buy
+10,738
New +$42K 0.01% 107
2021
Q1
Sell
-4,580
Closed -$24K 234
2020
Q4
$24K Buy
+4,580
New +$24K 0.01% 354