Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
3,568
+1,834
+106% +$221K 0.05% 378
2025
Q1
$202K Sell
1,734
-891
-34% -$104K 0.03% 796
2024
Q4
$315K Buy
2,625
+1,077
+70% +$129K 0.04% 524
2024
Q3
$165K Sell
1,548
-608
-28% -$64.6K 0.02% 833
2024
Q2
$204K Buy
2,156
+761
+55% +$71.9K 0.03% 544
2024
Q1
$154K Buy
1,395
+300
+27% +$33.2K 0.03% 755
2023
Q4
$94.8K Buy
1,095
+15
+1% +$1.3K 0.02% 1010
2023
Q3
$75.8K Sell
1,080
-1,474
-58% -$104K 0.02% 1050
2023
Q2
$170K Buy
2,554
+407
+19% +$27.1K 0.05% 489
2023
Q1
$127K Buy
2,147
+347
+19% +$20.5K 0.04% 629
2022
Q4
$84.5K Sell
1,800
-1,712
-49% -$80.3K 0.03% 856
2022
Q3
$117K Buy
+3,512
New +$117K 0.06% 500