Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
6,393
-451
-7% -$19.8K 0.07% 158
2025
Q1
$219K Sell
6,844
-1,636
-19% -$52.4K 0.06% 191
2024
Q4
$249K Sell
8,480
-1,289
-13% -$37.9K 0.06% 185
2024
Q3
$284K Buy
9,769
+1,161
+13% +$33.7K 0.07% 176
2024
Q2
$323K Sell
8,608
-274
-3% -$10.3K 0.09% 178
2024
Q1
$393K Sell
8,882
-254
-3% -$11.2K 0.11% 155
2023
Q4
$316K Sell
9,136
-203
-2% -$7.03K 0.09% 196
2023
Q3
$237K Sell
9,339
-2,108
-18% -$53.5K 0.08% 234
2023
Q2
$317K Sell
11,447
-4,068
-26% -$113K 0.1% 202
2023
Q1
$306K Buy
15,515
+1,234
+9% +$24.3K 0.09% 214
2022
Q4
$305K Sell
14,281
-6,654
-32% -$142K 0.1% 205
2022
Q3
$463K Buy
20,935
+1,645
+9% +$36.4K 0.16% 145
2022
Q2
$406K Buy
19,290
+2,628
+16% +$55.3K 0.13% 166
2022
Q1
$449K Buy
16,662
+9,073
+120% +$244K 0.12% 171
2021
Q4
$225K Sell
7,589
-2,447
-24% -$72.5K 0.06% 284
2021
Q3
$336K Buy
+10,036
New +$336K 0.09% 224