Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.4K Sell
2,741
-920
-25% -$20.6K 0.04% 185
2025
Q1
$83.1K Sell
3,661
-60
-2% -$1.36K 0.06% 150
2024
Q4
$74.6K Sell
3,721
-530
-12% -$10.6K 0.05% 158
2024
Q3
$99.7K Buy
4,251
+2,179
+105% +$51.1K 0.07% 140
2024
Q2
$64.2K Buy
2,072
+1,215
+142% +$37.6K 0.05% 145
2024
Q1
$37.8K Hold
857
0.03% 169
2023
Q4
$43.1K Sell
857
-4,086
-83% -$205K 0.04% 151
2023
Q3
$176K Buy
4,943
+2
+0% +$71 0.14% 103
2023
Q2
$165K Buy
4,941
+3
+0.1% +$100 0.13% 105
2023
Q1
$161K Buy
4,938
+19
+0.4% +$621 0.13% 106
2022
Q4
$130K Sell
4,919
-1,126
-19% -$29.8K 0.11% 116
2022
Q3
$155K Sell
6,045
-225
-4% -$5.77K 0.12% 129
2022
Q2
$234K Buy
6,270
+70
+1% +$2.61K 0.17% 99
2022
Q1
$308K Buy
6,200
+594
+11% +$29.5K 0.21% 91
2021
Q4
$288K Buy
5,606
+168
+3% +$8.63K 0.19% 107
2021
Q3
$289K Sell
5,438
-63
-1% -$3.35K 0.2% 106
2021
Q2
$309K Sell
5,501
-668
-11% -$37.5K 0.22% 95
2021
Q1
$395K Buy
6,169
+644
+12% +$41.2K 0.31% 73
2020
Q4
$275K Buy
+5,525
New +$275K 0.23% 93