Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
3,769
+372
+11% +$26.2K 0.01% 983
2025
Q1
$249K Sell
3,397
-71
-2% -$5.2K 0.01% 902
2024
Q4
$217K Buy
3,468
+187
+6% +$11.7K 0.01% 974
2024
Q3
$216K Sell
3,281
-1,281
-28% -$84.5K 0.01% 907
2024
Q2
$329K Sell
4,562
-1,249
-21% -$90.2K 0.02% 709
2024
Q1
$390K Sell
5,811
-1,253
-18% -$84K 0.02% 623
2023
Q4
$465K Buy
7,064
+830
+13% +$54.6K 0.03% 553
2023
Q3
$401K Buy
6,234
+836
+15% +$53.8K 0.03% 514
2023
Q2
$326K Sell
5,398
-4,353
-45% -$263K 0.03% 566
2023
Q1
$561K Buy
9,751
+5,001
+105% +$288K 0.04% 436
2022
Q4
$271K Sell
4,750
-345
-7% -$19.6K 0.03% 586
2022
Q3
$340 Buy
5,095
+330
+7% +$22 0.01% 497
2022
Q2
$249K Buy
+4,765
New +$249K 0.03% 519