Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
8,390
+2,531
+43% +$45.9K 0.02% 1088
2025
Q1
$84K Buy
5,859
+4,097
+233% +$58.7K 0.01% 1275
2024
Q4
$40.1K Sell
1,762
-999
-36% -$22.7K 0.01% 1473
2024
Q3
$82.1K Sell
2,761
-1,543
-36% -$45.9K 0.01% 1256
2024
Q2
$169K Buy
4,304
+1,953
+83% +$76.7K 0.03% 700
2024
Q1
$125K Sell
2,351
-1,822
-44% -$96.7K 0.02% 867
2023
Q4
$235K Buy
4,173
+462
+12% +$26K 0.04% 459
2023
Q3
$171K Sell
3,711
-3,326
-47% -$153K 0.04% 569
2023
Q2
$329K Buy
7,037
+5,828
+482% +$273K 0.1% 156
2023
Q1
$54.4K Buy
1,209
+859
+245% +$38.6K 0.02% 1084
2022
Q4
$15.9K Buy
+350
New +$15.9K 0.01% 1402