Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Sell
2,726
-439
-14% -$95.7K 0.07% 210
2025
Q1
$431K Sell
3,165
-406
-11% -$55.2K 0.06% 310
2024
Q4
$514K Buy
3,571
+1,698
+91% +$244K 0.07% 245
2024
Q3
$224K Buy
1,873
+1,718
+1,108% +$206K 0.03% 623
2024
Q2
$16.9K Sell
155
-961
-86% -$105K ﹤0.01% 1558
2024
Q1
$149K Buy
1,116
+315
+39% +$42.2K 0.02% 770
2023
Q4
$102K Sell
801
-261
-25% -$33.3K 0.02% 960
2023
Q3
$135K Sell
1,062
-1,001
-49% -$127K 0.03% 697
2023
Q2
$223K Sell
2,063
-922
-31% -$99.5K 0.07% 322
2023
Q1
$263K Sell
2,985
-1,503
-33% -$133K 0.08% 210
2022
Q4
$306K Buy
4,488
+2,502
+126% +$171K 0.1% 130
2022
Q3
$115K Buy
1,986
+885
+80% +$51.2K 0.06% 519
2022
Q2
$56K Sell
1,101
-991
-47% -$50.4K 0.03% 863
2022
Q1
$129K Sell
2,092
-1,233
-37% -$76K 0.06% 428
2021
Q4
$234K Buy
3,325
+1,162
+54% +$81.8K 0.11% 170
2021
Q3
$126K Buy
+2,163
New +$126K 0.08% 334