Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.1K Sell
1,335
-1,008
-43% -$31K 0.01% 1609
2025
Q1
$81.2K Buy
2,343
+1,020
+77% +$35.3K 0.01% 1284
2024
Q4
$66.2K Sell
1,323
-849
-39% -$42.5K 0.01% 1311
2024
Q3
$105K Buy
2,172
+187
+9% +$9.06K 0.02% 1092
2024
Q2
$104K Buy
1,985
+184
+10% +$9.68K 0.02% 989
2024
Q1
$109K Sell
1,801
-113
-6% -$6.81K 0.02% 947
2023
Q4
$125K Buy
1,914
+249
+15% +$16.2K 0.02% 854
2023
Q3
$83.6K Buy
1,665
+273
+20% +$13.7K 0.02% 984
2023
Q2
$65K Buy
1,392
+317
+29% +$14.8K 0.02% 1045
2023
Q1
$48K Buy
1,075
+56
+5% +$2.5K 0.02% 1137
2022
Q4
$59.3K Sell
1,019
-14
-1% -$815 0.02% 1005
2022
Q3
$44K Sell
1,033
-113
-10% -$4.81K 0.02% 1051
2022
Q2
$83K Sell
1,146
-122
-10% -$8.84K 0.05% 619
2022
Q1
$105K Sell
1,268
-140
-10% -$11.6K 0.05% 552
2021
Q4
$145K Buy
1,408
+5
+0.4% +$515 0.07% 384
2021
Q3
$144K Sell
1,403
-261
-16% -$26.8K 0.09% 277
2021
Q2
$159K Buy
+1,664
New +$159K 0.1% 260