Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
893
+7
+0.8% +$926 0.07% 135
2025
Q1
$106K Sell
886
-35
-4% -$4.18K 0.07% 129
2024
Q4
$121K Sell
921
-154
-14% -$20.2K 0.08% 131
2024
Q3
$136K Sell
1,075
-1,985
-65% -$252K 0.09% 120
2024
Q2
$464K Buy
3,060
+57
+2% +$8.64K 0.37% 60
2024
Q1
$495K Hold
3,003
0.43% 56
2023
Q4
$409K Sell
3,003
-349
-10% -$47.5K 0.39% 60
2023
Q3
$460K Sell
3,352
-53
-2% -$7.27K 0.37% 71
2023
Q2
$436K Sell
3,405
-71
-2% -$9.1K 0.34% 70
2023
Q1
$432K Sell
3,476
-39
-1% -$4.85K 0.35% 67
2022
Q4
$301K Sell
3,515
-547
-13% -$46.8K 0.26% 76
2022
Q3
$427K Sell
4,062
-178
-4% -$18.7K 0.34% 68
2022
Q2
$378K Buy
4,240
+1,120
+36% +$99.8K 0.28% 74
2022
Q1
$536K Buy
3,120
+2,196
+238% +$377K 0.36% 68
2021
Q4
$154K Buy
924
+32
+4% +$5.33K 0.1% 155
2021
Q3
$150K Buy
892
+194
+28% +$32.6K 0.11% 154
2021
Q2
$107K Buy
698
+132
+23% +$20.2K 0.08% 186
2021
Q1
$106K Buy
+566
New +$106K 0.08% 184