Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.8K Sell
2,964
-64
-2% -$1.85K 0.05% 158
2025
Q1
$85.6K Buy
3,028
+184
+6% +$5.2K 0.06% 146
2024
Q4
$64.8K Sell
2,844
-619
-18% -$14.1K 0.04% 171
2024
Q3
$76.2K Buy
3,463
+120
+4% +$2.64K 0.05% 156
2024
Q2
$63.9K Sell
3,343
-1,097
-25% -$21K 0.05% 146
2024
Q1
$78.2K Buy
4,440
+15
+0.3% +$264 0.07% 122
2023
Q4
$74.3K Sell
4,425
-295
-6% -$4.95K 0.07% 122
2023
Q3
$70.9K Sell
4,720
-3,260
-41% -$49K 0.06% 159
2023
Q2
$127K Sell
7,980
-2,019
-20% -$32.2K 0.1% 120
2023
Q1
$192K Sell
9,999
-1,686
-14% -$32.5K 0.16% 94
2022
Q4
$215K Sell
11,685
-283
-2% -$5.21K 0.18% 89
2022
Q3
$184K Sell
11,968
-4,591
-28% -$70.6K 0.15% 113
2022
Q2
$347K Buy
16,559
+745
+5% +$15.6K 0.25% 81
2022
Q1
$282K Buy
15,814
+146
+0.9% +$2.6K 0.19% 100
2021
Q4
$291K Sell
15,668
-1,053
-6% -$19.6K 0.19% 106
2021
Q3
$341K Sell
16,721
-37,211
-69% -$759K 0.24% 97
2021
Q2
$1.17M Sell
53,932
-1,160
-2% -$25.2K 0.84% 35
2021
Q1
$1.26M Buy
55,092
+832
+2% +$19K 0.98% 29
2020
Q4
$1.18M Buy
+54,260
New +$1.18M 1% 26