Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$181K Buy
16,699
+1,600
+11% +$17.4K 0.05% 311
2025
Q1
$158K Sell
15,099
-2
-0% -$21 0.05% 295
2024
Q4
$150K Buy
15,101
+941
+7% +$9.32K 0.03% 351
2024
Q3
$150K Sell
14,160
-534
-4% -$5.64K 0.05% 253
2024
Q2
$184K Sell
14,694
-17,694
-55% -$222K 0.06% 262
2024
Q1
$430K Sell
32,388
-35,938
-53% -$477K 0.09% 198
2023
Q4
$687K Sell
68,326
-4,000
-6% -$40.2K 0.14% 153
2023
Q3
$898K Buy
72,326
+34,563
+92% +$429K 0.19% 127
2023
Q2
$571K Buy
37,763
+916
+2% +$13.9K 0.17% 160
2023
Q1
$1.39M Sell
36,847
-2,896
-7% -$109K 0.21% 124
2022
Q4
$462K Sell
39,743
-188
-0.5% -$2.19K 0.11% 188
2022
Q3
$447K Sell
39,931
-1,307
-3% -$14.6K 0.11% 180
2022
Q2
$459K Sell
41,238
-1,378
-3% -$15.3K 0.12% 192
2022
Q1
$721K Buy
+42,616
New +$721K 0.16% 160