Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
6,366
-5,709
-47% -$140K 0.02% 1073
2025
Q1
$334K Buy
12,075
+6,393
+113% +$177K 0.04% 482
2024
Q4
$185K Buy
5,682
+1,314
+30% +$42.9K 0.02% 881
2024
Q3
$157K Buy
4,368
+2,496
+133% +$89.5K 0.02% 864
2024
Q2
$65.6K Sell
1,872
-3,537
-65% -$124K 0.01% 1241
2024
Q1
$163K Sell
5,409
-3,824
-41% -$116K 0.03% 729
2023
Q4
$278K Buy
9,233
+4,443
+93% +$134K 0.05% 349
2023
Q3
$123K Sell
4,790
-15
-0.3% -$386 0.03% 744
2023
Q2
$148K Sell
4,805
-107
-2% -$3.29K 0.04% 566
2023
Q1
$144K Buy
4,912
+2,485
+102% +$72.9K 0.05% 542
2022
Q4
$65.2K Sell
2,427
-1,685
-41% -$45.3K 0.02% 959
2022
Q3
$102K Buy
4,112
+2,855
+227% +$70.8K 0.05% 589
2022
Q2
$41K Sell
1,257
-1,222
-49% -$39.9K 0.03% 1069
2022
Q1
$90K Buy
2,479
+585
+31% +$21.2K 0.05% 677
2021
Q4
$71K Buy
+1,894
New +$71K 0.03% 889
2021
Q3
Sell
-6,028
Closed -$182K 1265
2021
Q2
$182K Buy
+6,028
New +$182K 0.11% 225