Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64K Sell
217
-3
-1% -$884 0.03% 78
2025
Q1
$54.7K Sell
220
-99
-31% -$24.6K 0.03% 74
2024
Q4
$70.1K Buy
319
+6
+2% +$1.32K 0.03% 70
2024
Q3
$69.2K Buy
313
+17
+6% +$3.76K 0.03% 72
2024
Q2
$51.2K Sell
296
-34
-10% -$5.88K 0.03% 72
2024
Q1
$63K Sell
330
-107
-24% -$20.4K 0.03% 74
2023
Q4
$71.5K Sell
437
-45
-9% -$7.36K 0.04% 73
2023
Q3
$67.6K Buy
482
+116
+32% +$16.3K 0.05% 72
2023
Q2
$49K Hold
366
0.03% 73
2023
Q1
$48K Sell
366
-28
-7% -$3.67K 0.03% 71
2022
Q4
$55.5K Sell
394
-1,594
-80% -$225K 0.04% 64
2022
Q3
$236K Buy
1,988
+334
+20% +$39.7K 0.19% 56
2022
Q2
$234K Buy
1,654
+364
+28% +$51.5K 0.24% 41
2022
Q1
$168K Buy
1,290
+1,190
+1,190% +$155K 0.13% 53
2021
Q4
$13K Sell
100
-37,852
-100% -$4.92M 0.01% 86
2021
Q3
$5.04M Buy
37,952
+2,689
+8% +$357K 3.72% 3
2021
Q2
$4.94M Buy
35,263
+5,287
+18% +$741K 5.58% 2
2021
Q1
$4.19M Sell
29,976
-2,466
-8% -$345K 3.69% 5
2020
Q4
$3.9M Buy
+32,442
New +$3.9M 3.84% 4