Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74K Sell
1,539
-3,220
-68% -$155K ﹤0.01% 1126
2025
Q1
$232K Buy
4,759
+4
+0.1% +$195 0.01% 775
2024
Q4
$232K Sell
4,755
-430
-8% -$21K 0.01% 796
2024
Q3
$322K Buy
5,185
+151
+3% +$9.38K 0.01% 659
2024
Q2
$287K Buy
5,034
+123
+3% +$7.02K 0.01% 740
2024
Q1
$274K Sell
4,911
-1,072
-18% -$59.9K 0.01% 733
2023
Q4
$369K Buy
5,983
+884
+17% +$54.5K 0.02% 502
2023
Q3
$291K Buy
5,099
+88
+2% +$5.03K 0.01% 639
2023
Q2
$291K Sell
5,011
-794
-14% -$46.1K 0.04% 411
2023
Q1
$364K Buy
5,805
+76
+1% +$4.77K 0.02% 584
2022
Q4
$355K Sell
5,729
-72
-1% -$4.47K 0.02% 651
2022
Q3
$290K Buy
5,801
+424
+8% +$21.2K 0.02% 594
2022
Q2
$302K Sell
5,377
-838
-13% -$47.1K 0.02% 617
2022
Q1
$428K Buy
+6,215
New +$428K 0.02% 545