Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
34,677
+8
+0% +$72 0.03% 255
2025
Q1
$223K Buy
34,669
+15
+0% +$96 0.03% 285
2024
Q4
$330K Sell
34,654
-5,689
-14% -$54.1K 0.04% 231
2024
Q3
$330K Buy
40,343
+40
+0.1% +$327 0.04% 228
2024
Q2
$545K Sell
40,303
-3,256
-7% -$44K 0.08% 155
2024
Q1
$305K Sell
43,559
-11,360
-21% -$79.6K 0.05% 229
2023
Q4
$602K Buy
54,919
+52
+0.1% +$570 0.11% 135
2023
Q3
$603K Sell
54,867
-983
-2% -$10.8K 0.12% 105
2023
Q2
$882K Sell
55,850
-22,709
-29% -$358K 0.17% 88
2023
Q1
$1.02M Hold
78,559
0.2% 82
2022
Q4
$855K Sell
78,559
-4,697
-6% -$51.1K 0.17% 90
2022
Q3
$1.34M Sell
83,256
-10,231
-11% -$164K 0.3% 68
2022
Q2
$729K Sell
93,487
-19,937
-18% -$155K 0.15% 99
2022
Q1
$1.42M Buy
+113,424
New +$1.42M 0.24% 68