Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32K Sell
246
-320
-57% -$41.6K 0.02% 1064
2025
Q1
$68K Sell
566
-1,434
-72% -$172K 0.05% 700
2024
Q4
$263K Buy
2,000
+683
+52% +$89.8K 0.16% 85
2024
Q3
$168K Sell
1,317
-148
-10% -$18.9K 0.11% 246
2024
Q2
$222K Sell
1,465
-30
-2% -$4.55K 0.14% 134
2024
Q1
$247K Buy
1,495
+370
+33% +$61.1K 0.16% 92
2023
Q4
$153K Sell
1,125
-93
-8% -$12.6K 0.1% 250
2023
Q3
$167K Buy
1,218
+56
+5% +$7.68K 0.13% 172
2023
Q2
$149K Sell
1,162
-299
-20% -$38.3K 0.11% 238
2023
Q1
$182K Buy
1,461
+1,111
+317% +$138K 0.16% 130
2022
Q4
$30K Sell
350
-552
-61% -$47.3K 0.02% 907
2022
Q3
$93K Buy
902
+868
+2,553% +$89.5K 0.08% 391
2022
Q2
$3K Buy
34
+5
+17% +$441 ﹤0.01% 1497
2022
Q1
$5K Sell
29
-239
-89% -$41.2K ﹤0.01% 1469
2021
Q4
$45K Buy
+268
New +$45K 0.06% 600