Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
5,384
-6,577
-55% -$289K 0.03% 803
2025
Q1
$383K Buy
11,961
+3,785
+46% +$121K 0.05% 391
2024
Q4
$240K Buy
+8,176
New +$240K 0.03% 723
2024
Q3
Sell
-2,431
Closed -$91.3K 1766
2024
Q2
$91.3K Sell
2,431
-5,438
-69% -$204K 0.02% 1064
2024
Q1
$348K Buy
7,869
+3,534
+82% +$156K 0.06% 276
2023
Q4
$150K Sell
4,335
-661
-13% -$22.9K 0.03% 745
2023
Q3
$127K Buy
4,996
+2,417
+94% +$61.3K 0.03% 730
2023
Q2
$71.4K Sell
2,579
-1,256
-33% -$34.8K 0.02% 998
2023
Q1
$75.6K Sell
3,835
-1,267
-25% -$25K 0.02% 914
2022
Q4
$109K Buy
5,102
+523
+11% +$11.2K 0.04% 687
2022
Q3
$101K Buy
4,579
+2,885
+170% +$63.6K 0.05% 594
2022
Q2
$36K Buy
1,694
+1,055
+165% +$22.4K 0.02% 1146
2022
Q1
$17K Buy
+639
New +$17K 0.01% 1480