Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
3,481
-80
-2% -$5.21K ﹤0.01% 321
2025
Q1
$220K Buy
3,561
+459
+15% +$28.4K 0.01% 310
2024
Q4
$224K Buy
3,102
+27
+0.9% +$1.95K 0.01% 291
2024
Q3
$250K Sell
3,075
-1,486
-33% -$121K 0.01% 274
2024
Q2
$339K Buy
4,561
+27
+0.6% +$2.01K 0.01% 257
2024
Q1
$353K Sell
4,534
-575
-11% -$44.8K 0.01% 260
2023
Q4
$365K Sell
5,109
-322
-6% -$23K 0.02% 253
2023
Q3
$377K Sell
5,431
-23,843
-81% -$1.65M 0.02% 240
2023
Q2
$2.37M Buy
29,274
+22,022
+304% +$1.78M 0.11% 88
2023
Q1
$585K Buy
7,252
+5,736
+378% +$463K 0.03% 205
2022
Q4
$113K Sell
1,516
-1,128
-43% -$84.4K 0.01% 362
2022
Q3
$171K Sell
2,644
-1,691
-39% -$109K 0.01% 310
2022
Q2
$300K Buy
4,335
+583
+16% +$40.3K 0.02% 306
2022
Q1
$288K Buy
3,752
+1,077
+40% +$82.7K 0.01% 304
2021
Q4
$205K Buy
+2,675
New +$205K 0.01% 293