Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$846K Sell
4,555
-49
-1% -$9.1K 0.04% 136
2025
Q1
$965K Buy
4,604
+385
+9% +$80.7K 0.05% 118
2024
Q4
$750K Sell
4,219
-109
-3% -$19.4K 0.04% 125
2024
Q3
$855K Sell
4,328
-560
-11% -$111K 0.05% 124
2024
Q2
$839K Buy
4,888
+36
+0.7% +$6.18K 0.05% 119
2024
Q1
$884K Buy
4,852
+119
+3% +$21.7K 0.06% 112
2023
Q4
$733K Buy
4,733
+275
+6% +$42.6K 0.05% 115
2023
Q3
$665K Sell
4,458
-156
-3% -$23.3K 0.06% 109
2023
Q2
$622K Sell
4,614
-128
-3% -$17.2K 0.05% 102
2023
Q1
$756K Sell
4,742
-166
-3% -$26.5K 0.07% 86
2022
Q4
$793K Sell
4,908
-164
-3% -$26.5K 0.08% 85
2022
Q3
$681K Sell
5,072
-28,458
-85% -$3.82M 0.07% 87
2022
Q2
$5.14M Sell
33,530
-17,601
-34% -$2.7M 0.55% 28
2022
Q1
$8.29M Sell
51,131
-1,883
-4% -$305K 0.81% 19
2021
Q4
$7.18M Buy
53,014
+2,889
+6% +$391K 0.7% 22
2021
Q3
$5.41M Buy
+50,125
New +$5.41M 0.7% 20