Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
18,787
-7,368
-28% -$79.9K 0.06% 234
2025
Q1
$262K Sell
26,155
-755
-3% -$7.57K 0.08% 199
2024
Q4
$266K Sell
26,910
-4,983
-16% -$49.3K 0.08% 199
2024
Q3
$337K Sell
31,893
-452
-1% -$4.77K 0.1% 177
2024
Q2
$406K Sell
32,345
-704
-2% -$8.83K 0.14% 158
2024
Q1
$439K Sell
33,049
-630
-2% -$8.37K 0.15% 140
2023
Q4
$411K Sell
33,679
-9,816
-23% -$120K 0.15% 140
2023
Q3
$540K Buy
43,495
+2,597
+6% +$32.3K 0.21% 116
2023
Q2
$619K Sell
40,898
-5,390
-12% -$81.6K 0.23% 111
2023
Q1
$583K Sell
46,288
-820
-2% -$10.3K 0.25% 104
2022
Q4
$548K Sell
47,108
-4,765
-9% -$55.4K 0.25% 107
2022
Q3
$581K Buy
51,873
+458
+0.9% +$5.13K 0.29% 94
2022
Q2
$572K Sell
51,415
-2,661
-5% -$29.6K 0.27% 97
2022
Q1
$914K Buy
54,076
+21,854
+68% +$370K 0.38% 85
2021
Q4
$669K Buy
+32,222
New +$669K 0.3% 89