Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
1,306
+175
+15% +$36.7K 0.03% 219
2025
Q1
$193K Buy
1,131
+20
+2% +$3.41K 0.02% 264
2024
Q4
$197K Sell
1,111
-122
-10% -$21.6K 0.02% 264
2024
Q3
$188K Sell
1,233
-383
-24% -$58.3K 0.02% 353
2024
Q2
$294K Sell
1,616
-313
-16% -$57K 0.03% 244
2024
Q1
$372K Sell
1,929
-12
-0.6% -$2.32K 0.04% 213
2023
Q4
$506K Buy
1,941
+326
+20% +$85K 0.07% 166
2023
Q3
$310K Buy
1,615
+29
+2% +$5.56K 0.05% 207
2023
Q2
$335K Buy
1,586
+212
+15% +$44.8K 0.05% 203
2023
Q1
$292K Buy
1,374
+21
+2% +$4.46K 0.05% 213
2022
Q4
$258K Buy
1,353
+519
+62% +$98.9K 0.05% 221
2022
Q3
$101K Buy
834
+168
+25% +$20.3K 0.02% 372
2022
Q2
$91K Sell
666
-97
-13% -$13.3K 0.02% 373
2022
Q1
$146K Sell
763
-3,669
-83% -$702K 0.03% 339
2021
Q4
$892K Buy
+4,432
New +$892K 0.19% 92