Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47K Sell
631
-788
-56% -$58.7K 0.03% 904
2025
Q1
$111K Sell
1,419
-432
-23% -$33.8K 0.07% 412
2024
Q4
$218K Sell
1,851
-383
-17% -$45.1K 0.14% 139
2024
Q3
$241K Sell
2,234
-76
-3% -$8.2K 0.15% 118
2024
Q2
$202K Sell
2,310
-101
-4% -$8.83K 0.13% 159
2024
Q1
$212K Sell
2,411
-419
-15% -$36.8K 0.13% 140
2023
Q4
$209K Buy
2,830
+703
+33% +$51.9K 0.14% 122
2023
Q3
$121K Buy
2,127
+474
+29% +$27K 0.09% 315
2023
Q2
$105K Buy
1,653
+1,477
+839% +$93.8K 0.08% 403
2023
Q1
$11K Buy
176
+162
+1,157% +$10.1K 0.01% 1249
2022
Q4
$1K Sell
14
-583
-98% -$41.6K ﹤0.01% 1825
2022
Q3
$21K Buy
597
+586
+5,327% +$20.6K 0.02% 974
2022
Q2
$0 Sell
11
-19
-63% ﹤0.01% 1821
2022
Q1
$1K Buy
30
+13
+76% +$433 ﹤0.01% 1700
2021
Q4
$1K Buy
+17
New +$1K ﹤0.01% 1603