Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Buy
705
+11
+2% +$2.49K 0.02% 222
2025
Q1
$115K Buy
694
+35
+5% +$5.81K 0.02% 229
2024
Q4
$130K Sell
659
-58
-8% -$11.5K 0.02% 229
2024
Q3
$125K Buy
717
+365
+104% +$63.4K 0.02% 245
2024
Q2
$61.2K Buy
352
+6
+2% +$1.04K 0.01% 287
2024
Q1
$47.1K Buy
346
+216
+166% +$29.4K 0.01% 360
2023
Q4
$13.5K Sell
130
-441
-77% -$45.9K ﹤0.01% 531
2023
Q3
$49.6K Sell
571
-23
-4% -$2K 0.01% 379
2023
Q2
$59.9K Hold
594
0.01% 338
2023
Q1
$55.3K Sell
594
-23
-4% -$2.14K 0.02% 328
2022
Q4
$46K Buy
+617
New +$46K 0.01% 391
2022
Q3
Sell
-1,131
Closed -$92K 1069
2022
Q2
$92K Sell
1,131
-943
-45% -$76.7K 0.03% 274
2022
Q1
$216K Sell
2,074
-29
-1% -$3.02K 0.06% 170
2021
Q4
$253K Buy
2,103
+1,268
+152% +$153K 0.06% 156
2021
Q3
$93K Sell
835
-1,052
-56% -$117K 0.04% 146
2021
Q2
$227K Sell
1,887
-94
-5% -$11.3K 0.07% 126
2021
Q1
$234K Buy
1,981
+1,520
+330% +$180K 0.08% 111
2020
Q4
$50K Buy
+461
New +$50K 0.04% 207