Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
800
-156
-16% -$74.4K 0.02% 579
2025
Q1
$351K Sell
956
-753
-44% -$276K 0.02% 593
2024
Q4
$691K Buy
1,709
+406
+31% +$164K 0.03% 418
2024
Q3
$657K Sell
1,303
-95
-7% -$47.9K 0.03% 428
2024
Q2
$601K Sell
1,398
-485
-26% -$209K 0.03% 421
2024
Q1
$713K Sell
1,883
-80
-4% -$30.3K 0.04% 388
2023
Q4
$636K Sell
1,963
-70
-3% -$22.7K 0.04% 381
2023
Q3
$638K Sell
2,033
-20
-1% -$6.28K 0.04% 365
2023
Q2
$700K Buy
2,053
+30
+1% +$10.2K 0.05% 346
2023
Q1
$599K Sell
2,023
-70
-3% -$20.7K 0.04% 377
2022
Q4
$629K Buy
2,093
+862
+70% +$259K 0.04% 360
2022
Q3
$321K Buy
1,231
+98
+9% +$25.6K 0.02% 536
2022
Q2
$319K Hold
1,133
0.02% 541
2022
Q1
$341K Buy
1,133
+30
+3% +$9.03K 0.02% 596
2021
Q4
$297K Sell
1,103
-225
-17% -$60.6K 0.02% 638
2021
Q3
$345K Buy
1,328
+420
+46% +$109K 0.02% 549
2021
Q2
$232K Buy
+908
New +$232K 0.02% 680