Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Sell
1,078
-191
-15% -$73.9K 0.23% 43
2025
Q1
$487K Sell
1,269
-2,011
-61% -$771K 0.32% 33
2024
Q4
$1.46M Buy
3,280
+260
+9% +$116K 0.85% 28
2024
Q3
$1.56M Buy
3,020
+1,552
+106% +$803K 1.01% 26
2024
Q2
$815K Sell
1,468
-5,360
-79% -$2.98M 0.53% 38
2024
Q1
$3.45M Buy
6,828
+2,037
+43% +$1.03M 2.6% 11
2023
Q4
$2.86M Buy
4,791
+959
+25% +$572K 2.53% 10
2023
Q3
$1.95M Sell
3,832
-503
-12% -$256K 1.79% 18
2023
Q2
$2.12M Sell
4,335
-113
-3% -$55.3K 1.94% 15
2023
Q1
$1.71M Buy
4,448
+1,507
+51% +$581K 1.72% 17
2022
Q4
$990K Buy
2,941
+20
+0.7% +$6.73K 1.06% 20
2022
Q3
$803K Sell
2,921
-19
-0.6% -$5.22K 0.89% 20
2022
Q2
$1.08M Sell
2,940
-498
-14% -$182K 1.1% 19
2022
Q1
$1.57M Buy
3,438
+1,127
+49% +$513K 1.12% 17
2021
Q4
$1.31M Buy
+2,311
New +$1.31M 1% 18