Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97K Sell
3,058
-14,420
-83% -$457K 0.01% 1322
2025
Q1
$521K Sell
17,478
-12,141
-41% -$362K 0.07% 216
2024
Q4
$1.06M Buy
29,619
+4,652
+19% +$167K 0.14% 81
2024
Q3
$1.01M Buy
24,967
+1,352
+6% +$54.8K 0.14% 57
2024
Q2
$1.1M Buy
23,615
+17,168
+266% +$803K 0.18% 37
2024
Q1
$273K Buy
6,447
+489
+8% +$20.7K 0.05% 396
2023
Q4
$249K Buy
5,958
+787
+15% +$32.8K 0.05% 411
2023
Q3
$219K Sell
5,171
-1,357
-21% -$57.6K 0.05% 395
2023
Q2
$366K Sell
6,528
-760
-10% -$42.6K 0.11% 122
2023
Q1
$361K Sell
7,288
-1,886
-21% -$93.5K 0.12% 93
2022
Q4
$432K Buy
9,174
+6,496
+243% +$306K 0.14% 56
2022
Q3
$111K Sell
2,678
-88
-3% -$3.65K 0.05% 535
2022
Q2
$117K Buy
2,766
+2,321
+522% +$98.2K 0.07% 396
2022
Q1
$35K Sell
445
-20
-4% -$1.57K 0.02% 1237
2021
Q4
$36K Sell
465
-40
-8% -$3.1K 0.02% 1251
2021
Q3
$40K Sell
505
-936
-65% -$74.1K 0.03% 820
2021
Q2
$121K Buy
1,441
+1,345
+1,401% +$113K 0.08% 367
2021
Q1
$8K Buy
+96
New +$8K 0.01% 407