Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
3,797
-1,815
-32% -$65.2K 0.02% 1142
2025
Q1
$165K Sell
5,612
-790
-12% -$23.2K 0.02% 917
2024
Q4
$256K Buy
6,402
+5,163
+417% +$206K 0.03% 671
2024
Q3
$53.7K Buy
+1,239
New +$53.7K 0.01% 1409
2024
Q2
Sell
-753
Closed -$40.7K 1898
2024
Q1
$40.7K Sell
753
-223
-23% -$12K 0.01% 1393
2023
Q4
$52.6K Buy
976
+547
+128% +$29.5K 0.01% 1285
2023
Q3
$33.1K Buy
429
+7
+2% +$540 0.01% 1374
2023
Q2
$35.5K Buy
+422
New +$35.5K 0.01% 1244
2023
Q1
Sell
-1,657
Closed -$99.5K 1801
2022
Q4
$99.5K Buy
+1,657
New +$99.5K 0.03% 759
2022
Q2
Sell
-494
Closed -$26K 2171
2022
Q1
$26K Sell
494
-167
-25% -$8.79K 0.01% 1373
2021
Q4
$45K Buy
+661
New +$45K 0.02% 1163