Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
956
+56
+6% +$6.33K 0.06% 507
2025
Q1
$83K Buy
900
+714
+384% +$65.8K 0.06% 591
2024
Q4
$20K Sell
186
-44
-19% -$4.73K 0.01% 1180
2024
Q3
$24K Sell
230
-1
-0.4% -$104 0.02% 1144
2024
Q2
$20K Buy
231
+5
+2% +$433 0.01% 1189
2024
Q1
$22K Sell
226
-33
-13% -$3.21K 0.01% 1174
2023
Q4
$24K Buy
259
+20
+8% +$1.85K 0.02% 1116
2023
Q3
$20K Buy
239
+91
+61% +$7.62K 0.02% 1109
2023
Q2
$13K Sell
148
-7
-5% -$615 0.01% 1310
2023
Q1
$13K Hold
155
0.01% 1171
2022
Q4
$13K Buy
155
+6
+4% +$503 0.01% 1182
2022
Q3
$10K Sell
149
-1,377
-90% -$92.4K 0.01% 1244
2022
Q2
$100K Buy
1,526
+1
+0.1% +$66 0.08% 402
2022
Q1
$117K Buy
1,525
+1,413
+1,262% +$108K 0.08% 400
2021
Q4
$9K Buy
+112
New +$9K 0.01% 1037