Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Sell
306
-55
-15% -$26.8K 0.02% 1093
2025
Q1
$222K Buy
361
+33
+10% +$20.3K 0.03% 743
2024
Q4
$174K Buy
328
+1
+0.3% +$530 0.02% 924
2024
Q3
$197K Buy
327
+71
+28% +$42.7K 0.03% 723
2024
Q2
$139K Buy
256
+20
+8% +$10.9K 0.02% 823
2024
Q1
$151K Sell
236
-37
-14% -$23.8K 0.03% 761
2023
Q4
$160K Buy
273
+44
+19% +$25.7K 0.03% 711
2023
Q3
$119K Buy
229
+71
+45% +$36.9K 0.03% 761
2023
Q2
$85.6K Buy
158
+39
+33% +$21.1K 0.03% 917
2023
Q1
$64K Sell
119
-1
-0.8% -$538 0.02% 999
2022
Q4
$61.3K Buy
120
+4
+3% +$2.04K 0.02% 983
2022
Q3
$51K Sell
116
-3
-3% -$1.32K 0.03% 984
2022
Q2
$56K Sell
119
-23
-16% -$10.8K 0.03% 855
2022
Q1
$72K Sell
142
-8
-5% -$4.06K 0.04% 820
2021
Q4
$79K Buy
150
+5
+3% +$2.63K 0.04% 800
2021
Q3
$67K Sell
145
-35
-19% -$16.2K 0.04% 640
2021
Q2
$85K Buy
+180
New +$85K 0.05% 520