Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$592K Sell
60,975
-22,586
-27% -$219K 0.26% 101
2025
Q1
$540K Buy
83,561
+31,239
+60% +$202K 0.25% 112
2024
Q4
$464K Buy
52,322
+17,515
+50% +$155K 0.22% 116
2024
Q3
$407K Sell
34,807
-8,624
-20% -$101K 0.2% 117
2024
Q2
$485K Sell
43,431
-4
-0% -$45 0.24% 112
2024
Q1
$529K Buy
43,435
+79
+0.2% +$963 0.28% 113
2023
Q4
$688K Sell
43,356
-9,200
-18% -$146K 0.41% 87
2023
Q3
$704K Buy
52,556
+227
+0.4% +$3.04K 0.46% 74
2023
Q2
$702K Buy
52,329
+27,918
+114% +$375K 0.4% 72
2023
Q1
$385K Sell
24,411
-13,785
-36% -$218K 0.24% 114
2022
Q4
$648K Sell
38,196
-6,020
-14% -$102K 0.46% 72
2022
Q3
$589K Buy
44,216
+22,825
+107% +$304K 0.49% 66
2022
Q2
$313K Sell
21,391
-9,879
-32% -$145K 0.25% 133
2022
Q1
$625K Sell
31,270
-9,337
-23% -$187K 0.41% 85
2021
Q4
$569K Buy
+40,607
New +$569K 0.36% 95
2020
Q2
Sell
-11,819
Closed -$98K 180
2020
Q1
$98K Buy
+11,819
New +$98K 0.1% 144