Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Sell
4,186
-10,253
-71% -$304K 0.02% 1191
2025
Q1
$479K Buy
14,439
+4,296
+42% +$142K 0.06% 251
2024
Q4
$347K Buy
10,143
+3,596
+55% +$123K 0.04% 479
2024
Q3
$237K Sell
6,547
-4,284
-40% -$155K 0.03% 593
2024
Q2
$370K Buy
10,831
+667
+7% +$22.8K 0.06% 217
2024
Q1
$350K Buy
10,164
+1,544
+18% +$53.1K 0.06% 271
2023
Q4
$293K Sell
8,620
-136
-2% -$4.62K 0.05% 320
2023
Q3
$236K Buy
8,756
+3,140
+56% +$84.5K 0.05% 351
2023
Q2
$184K Sell
5,616
-3,181
-36% -$104K 0.05% 427
2023
Q1
$266K Sell
8,797
-63
-0.7% -$1.91K 0.09% 204
2022
Q4
$226K Buy
8,860
+2,712
+44% +$69.1K 0.08% 248
2022
Q3
$129K Buy
+6,148
New +$129K 0.06% 448
2021
Q4
Sell
-1,419
Closed -$41K 1866
2021
Q3
$41K Sell
1,419
-530
-27% -$15.3K 0.03% 811
2021
Q2
$59K Buy
+1,949
New +$59K 0.04% 689