Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Sell
2,359
-253
-10% -$51.9K 0.79% 30
2025
Q1
$580K Buy
2,612
+4
+0.2% +$889 0.89% 21
2024
Q4
$653K Hold
2,608
1.1% 28
2024
Q3
$608K Sell
2,608
-98
-4% -$22.8K 1.3% 24
2024
Q2
$570K Sell
2,706
-50
-2% -$10.5K 1.36% 23
2024
Q1
$473K Buy
2,756
+6
+0.2% +$1.03K 0.55% 39
2023
Q4
$529K Sell
2,750
-248
-8% -$47.7K 0.69% 31
2023
Q3
$513K Sell
2,998
-20
-0.7% -$3.42K 0.73% 32
2023
Q2
$585K Sell
3,018
-612
-17% -$119K 0.82% 31
2023
Q1
$599K Sell
3,630
-1,585
-30% -$261K 0.58% 42
2022
Q4
$678K Sell
5,215
-9
-0.2% -$1.17K 0.64% 40
2022
Q3
$722K Sell
5,224
-239
-4% -$33K 0.48% 44
2022
Q2
$746K Buy
5,463
+702
+15% +$95.9K 0.68% 43
2022
Q1
$846K Sell
4,761
-1,057
-18% -$188K 0.65% 43
2021
Q4
$1.04M Buy
+5,818
New +$1.04M 0.76% 45