Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Buy
16,395
+15
+0.1% +$434 0.22% 84
2025
Q1
$463K Buy
16,380
+1,418
+9% +$40.1K 0.23% 79
2024
Q4
$341K Buy
14,962
+689
+5% +$15.7K 0.17% 95
2024
Q3
$314K Sell
14,273
-429
-3% -$9.44K 0.15% 104
2024
Q2
$281K Sell
14,702
-215
-1% -$4.11K 0.14% 105
2024
Q1
$263K Sell
14,917
-858
-5% -$15.1K 0.14% 108
2023
Q4
$265K Sell
15,775
-4,950
-24% -$83.1K 0.15% 106
2023
Q3
$311K Sell
20,725
-761
-4% -$11.4K 0.19% 86
2023
Q2
$343K Sell
21,486
-2,527
-11% -$40.3K 0.2% 83
2023
Q1
$462K Buy
24,013
+120
+0.5% +$2.31K 0.29% 75
2022
Q4
$440K Buy
23,893
+6,233
+35% +$115K 0.29% 76
2022
Q3
$271K Buy
17,660
+2,693
+18% +$41.3K 0.2% 95
2022
Q2
$314K Sell
14,967
-4,845
-24% -$102K 0.22% 94
2022
Q1
$354K Sell
19,812
-2,332
-11% -$41.7K 0.22% 101
2021
Q4
$411K Sell
22,144
-1,953
-8% -$36.2K 0.25% 93
2021
Q3
$492K Sell
24,097
-1,390
-5% -$28.4K 0.36% 71
2021
Q2
$554 Sell
25,487
-2,729
-10% -$59 0.26% 70
2021
Q1
$645 Buy
+28,216
New +$645 0.35% 57