Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48K Sell
998
-2,259
-69% -$109K ﹤0.01% 1212
2025
Q1
$158K Sell
3,257
-1,220
-27% -$59.2K 0.01% 880
2024
Q4
$219K Sell
4,477
-753
-14% -$36.8K 0.01% 794
2024
Q3
$325K Sell
5,230
-935
-15% -$58.1K 0.01% 623
2024
Q2
$352K Sell
6,165
-30
-0.5% -$1.71K 0.01% 569
2024
Q1
$357K Sell
6,195
-1,520
-20% -$87.7K 0.01% 608
2023
Q4
$467K Sell
7,715
-501
-6% -$30.3K 0.02% 530
2023
Q3
$467K Sell
8,216
-377
-4% -$21.4K 0.02% 490
2023
Q2
$513K Sell
8,593
-22
-0.3% -$1.31K 0.02% 482
2023
Q1
$546K Buy
8,615
+563
+7% +$35.7K 0.02% 471
2022
Q4
$500K Sell
8,052
-208
-3% -$12.9K 0.03% 360
2022
Q3
$413K Sell
8,260
-147
-2% -$7.35K 0.03% 366
2022
Q2
$472K Buy
8,407
+1,072
+15% +$60.2K 0.02% 494
2022
Q1
$505K Buy
7,335
+1,821
+33% +$125K 0.01% 571
2021
Q4
$297K Buy
5,514
+187
+4% +$10.1K 0.01% 907
2021
Q3
$254K Buy
5,327
+342
+7% +$16.3K 0.01% 827
2021
Q2
$324K Sell
4,985
-48
-1% -$3.12K 0.01% 747
2021
Q1
$339K Buy
+5,033
New +$339K 0.01% 803