Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Sell
1,356
-174
-11% -$50.4K 0.05% 448
2025
Q1
$462K Sell
1,530
-395
-21% -$119K 0.06% 272
2024
Q4
$532K Buy
1,925
+1,692
+726% +$468K 0.07% 233
2024
Q3
$67.2K Sell
233
-120
-34% -$34.6K 0.01% 1313
2024
Q2
$90K Sell
353
-963
-73% -$246K 0.01% 1076
2024
Q1
$341K Buy
1,316
+925
+237% +$240K 0.06% 286
2023
Q4
$88.4K Sell
391
-354
-48% -$80K 0.02% 1074
2023
Q3
$155K Sell
745
-154
-17% -$32.1K 0.03% 623
2023
Q2
$173K Buy
899
+113
+14% +$21.8K 0.05% 476
2023
Q1
$153K Buy
786
+449
+133% +$87.2K 0.05% 514
2022
Q4
$74.3K Sell
337
-648
-66% -$143K 0.02% 911
2022
Q3
$179K Buy
985
+610
+163% +$111K 0.09% 254
2022
Q2
$74K Buy
375
+166
+79% +$32.8K 0.05% 685
2022
Q1
$45K Buy
+209
New +$45K 0.02% 1113