Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Sell
2,570
-4,540
-64% -$326K 0.02% 977
2025
Q1
$539K Buy
7,110
+1,545
+28% +$117K 0.07% 201
2024
Q4
$455K Sell
5,565
-2,219
-29% -$182K 0.06% 313
2024
Q3
$524K Buy
7,784
+1,407
+22% +$94.7K 0.07% 182
2024
Q2
$473K Buy
6,377
+62
+1% +$4.59K 0.08% 141
2024
Q1
$496K Buy
6,315
+506
+9% +$39.7K 0.08% 143
2023
Q4
$364K Buy
5,809
+818
+16% +$51.2K 0.07% 221
2023
Q3
$259K Buy
4,991
+1,767
+55% +$91.7K 0.06% 290
2023
Q2
$172K Buy
3,224
+1,131
+54% +$60.3K 0.05% 481
2023
Q1
$104K Buy
2,093
+1,659
+382% +$82.1K 0.03% 764
2022
Q4
$20.3K Sell
434
-1,844
-81% -$86.4K 0.01% 1365
2022
Q3
$97K Buy
+2,278
New +$97K 0.05% 607
2022
Q2
Sell
-1,255
Closed -$53K 1902
2022
Q1
$53K Sell
1,255
-190
-13% -$8.02K 0.03% 1017
2021
Q4
$57K Buy
+1,445
New +$57K 0.03% 1027