Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
3,602
-5,732
-61% -$236K 0.02% 1095
2025
Q1
$456K Buy
9,334
+6,675
+251% +$326K 0.06% 276
2024
Q4
$151K Sell
2,659
-552
-17% -$31.3K 0.02% 997
2024
Q3
$197K Sell
3,211
-48
-1% -$2.95K 0.03% 722
2024
Q2
$202K Buy
3,259
+872
+37% +$54.2K 0.03% 551
2024
Q1
$168K Buy
2,387
+1,171
+96% +$82.6K 0.03% 708
2023
Q4
$82.2K Buy
1,216
+645
+113% +$43.6K 0.02% 1134
2023
Q3
$34.1K Buy
571
+118
+26% +$7.04K 0.01% 1356
2023
Q2
$28.4K Sell
453
-604
-57% -$37.8K 0.01% 1327
2023
Q1
$66.8K Buy
1,057
+78
+8% +$4.93K 0.02% 979
2022
Q4
$53.7K Sell
979
-1,435
-59% -$78.7K 0.02% 1050
2022
Q3
$142K Buy
2,414
+1,352
+127% +$79.5K 0.07% 384
2022
Q2
$65K Sell
1,062
-255
-19% -$15.6K 0.04% 774
2022
Q1
$97K Sell
1,317
-153
-10% -$11.3K 0.05% 618
2021
Q4
$111K Buy
+1,470
New +$111K 0.05% 545