Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Sell
7,791
-9,844
-56% -$200K 0.02% 1061
2025
Q1
$354K Buy
17,635
+11,238
+176% +$226K 0.05% 435
2024
Q4
$171K Sell
6,397
-3,652
-36% -$97.9K 0.02% 933
2024
Q3
$333K Buy
10,049
+1,381
+16% +$45.8K 0.05% 367
2024
Q2
$405K Buy
8,668
+578
+7% +$27K 0.07% 183
2024
Q1
$285K Sell
8,090
-69
-0.8% -$2.43K 0.05% 383
2023
Q4
$253K Sell
8,159
-2,632
-24% -$81.7K 0.05% 404
2023
Q3
$303K Buy
10,791
+6,260
+138% +$176K 0.07% 219
2023
Q2
$116K Buy
4,531
+1,214
+37% +$31.2K 0.03% 732
2023
Q1
$70.1K Sell
3,317
-8,756
-73% -$185K 0.02% 955
2022
Q4
$224K Buy
12,073
+8,707
+259% +$162K 0.07% 253
2022
Q3
$62K Buy
3,366
+23
+0.7% +$424 0.03% 901
2022
Q2
$65K Sell
3,343
-1,283
-28% -$24.9K 0.04% 776
2022
Q1
$126K Buy
4,626
+441
+11% +$12K 0.06% 448
2021
Q4
$119K Buy
4,185
+748
+22% +$21.3K 0.06% 501
2021
Q3
$76K Buy
+3,437
New +$76K 0.05% 584