Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
1,306
-1,923
-60% -$200K 0.02% 1144
2025
Q1
$304K Buy
3,229
+1,485
+85% +$140K 0.04% 544
2024
Q4
$185K Sell
1,744
-27
-2% -$2.86K 0.02% 885
2024
Q3
$166K Buy
1,771
+144
+9% +$13.5K 0.02% 825
2024
Q2
$137K Buy
1,627
+179
+12% +$15.1K 0.02% 834
2024
Q1
$113K Sell
1,448
-94
-6% -$7.35K 0.02% 928
2023
Q4
$107K Buy
1,542
+193
+14% +$13.3K 0.02% 939
2023
Q3
$82.9K Buy
1,349
+441
+49% +$27.1K 0.02% 988
2023
Q2
$54.2K Buy
908
+236
+35% +$14.1K 0.02% 1128
2023
Q1
$39.7K Buy
672
+19
+3% +$1.12K 0.01% 1169
2022
Q4
$38.1K Sell
653
-15
-2% -$876 0.01% 1141
2022
Q3
$35K Sell
668
-16
-2% -$838 0.02% 1144
2022
Q2
$38K Sell
684
-102
-13% -$5.67K 0.02% 1113
2022
Q1
$53K Sell
786
-955
-55% -$64.4K 0.03% 1024
2021
Q4
$122K Buy
1,741
+915
+111% +$64.1K 0.06% 486
2021
Q3
$56K Sell
826
-598
-42% -$40.5K 0.04% 729
2021
Q2
$92K Buy
+1,424
New +$92K 0.06% 485