Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94K Sell
343
-8
-2% -$2.19K 0.01% 779
2025
Q1
$123K Sell
351
-22
-6% -$7.69K 0.01% 664
2024
Q4
$170K Sell
373
-3
-0.8% -$1.37K 0.01% 543
2024
Q3
$164K Sell
376
-5
-1% -$2.19K 0.01% 571
2024
Q2
$181K Sell
381
-6
-2% -$2.85K 0.02% 503
2024
Q1
$226K Buy
387
+21
+6% +$12.3K 0.02% 446
2023
Q4
$160K Hold
366
0.01% 521
2023
Q3
$146K Hold
366
0.01% 518
2023
Q2
$125K Buy
366
+231
+171% +$79.1K 0.01% 585
2023
Q1
$36.7K Buy
135
+3
+2% +$816 ﹤0.01% 880
2022
Q4
$27.7K Buy
132
+3
+2% +$629 ﹤0.01% 951
2022
Q3
$25K Hold
129
﹤0.01% 1031
2022
Q2
$24K Buy
129
+120
+1,333% +$22.3K ﹤0.01% 1067
2022
Q1
$2K Hold
9
﹤0.01% 1801
2021
Q4
$3K Hold
9
﹤0.01% 1759
2021
Q3
$2K Buy
+9
New +$2K ﹤0.01% 1758