Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
7,352
+360
+5% +$67K 0.01% 494
2025
Q1
$1.23M Sell
6,992
-786
-10% -$139K 0.01% 492
2024
Q4
$1.46M Buy
7,778
+2,827
+57% +$531K 0.01% 448
2024
Q3
$943K Buy
4,951
+82
+2% +$15.6K 0.01% 509
2024
Q2
$862K Buy
4,869
+209
+4% +$37K 0.01% 500
2024
Q1
$820K Sell
4,660
-87
-2% -$15.3K 0.01% 535
2023
Q4
$715K Buy
4,747
+111
+2% +$16.7K 0.01% 471
2023
Q3
$648K Buy
4,636
+470
+11% +$65.7K 0.01% 486
2023
Q2
$654K Sell
4,166
-95
-2% -$14.9K 0.01% 483
2023
Q1
$649K Sell
4,261
-4,420
-51% -$673K 0.01% 484
2022
Q4
$1.18M Sell
8,681
-5,259
-38% -$717K 0.01% 383
2022
Q3
$1.69M Sell
13,940
-207
-1% -$25.1K 0.02% 327
2022
Q2
$1.74M Sell
14,147
-1,183
-8% -$146K 0.02% 339
2022
Q1
$2.48M Sell
15,330
-7,581
-33% -$1.23M 0.02% 310
2021
Q4
$4.58M Buy
+22,911
New +$4.58M 0.04% 232