Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$684K Buy
17,805
+210
+1% +$8.06K 0.06% 209
2025
Q1
$682K Sell
17,595
-5,953
-25% -$231K 0.06% 193
2024
Q4
$796K Sell
23,548
-1,386
-6% -$46.9K 0.07% 186
2024
Q3
$1.02M Sell
24,934
-1,061
-4% -$43.4K 0.09% 174
2024
Q2
$1M Sell
25,995
-1,958
-7% -$75.4K 0.1% 165
2024
Q1
$1.2M Sell
27,953
-3,334
-11% -$143K 0.12% 149
2023
Q4
$1.16M Sell
31,287
-1,266
-4% -$46.9K 0.12% 147
2023
Q3
$1.18M Buy
32,553
+8
+0% +$290 0.14% 138
2023
Q2
$1.16M Sell
32,545
-461
-1% -$16.4K 0.13% 145
2023
Q1
$1.17M Buy
33,006
+292
+0.9% +$10.4K 0.14% 140
2022
Q4
$1.15M Sell
32,714
-78
-0.2% -$2.74K 0.14% 137
2022
Q3
$965K Buy
+32,792
New +$965K 0.13% 140
2022
Q2
Sell
-28,118
Closed -$1.53M 275
2022
Q1
$1.53M Sell
28,118
-1,013
-3% -$55.2K 0.18% 120
2021
Q4
$1.61M Buy
29,131
+309
+1% +$17K 0.19% 117
2021
Q3
$1.38M Buy
+28,822
New +$1.38M 0.18% 124