Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,984
Closed -$90K 2140
2025
Q1
$90K Buy
6,984
+922
+15% +$11.9K 0.06% 552
2024
Q4
$104K Buy
6,062
+580
+11% +$9.95K 0.07% 501
2024
Q3
$124K Buy
5,482
+1,032
+23% +$23.3K 0.08% 394
2024
Q2
$110K Buy
4,450
+1,143
+35% +$28.3K 0.07% 426
2024
Q1
$109K Buy
3,307
+2,210
+201% +$72.8K 0.07% 481
2023
Q4
$40K Buy
1,097
+136
+14% +$4.96K 0.03% 942
2023
Q3
$35K Sell
961
-73
-7% -$2.66K 0.03% 904
2023
Q2
$40K Buy
1,034
+61
+6% +$2.36K 0.03% 866
2023
Q1
$40K Sell
973
-72
-7% -$2.96K 0.03% 789
2022
Q4
$36K Sell
1,045
-39
-4% -$1.34K 0.03% 850
2022
Q3
$30K Buy
1,084
+6
+0.6% +$166 0.03% 888
2022
Q2
$32K Sell
1,078
-322
-23% -$9.56K 0.03% 854
2022
Q1
$57K Buy
1,400
+17
+1% +$692 0.04% 754
2021
Q4
$66K Buy
+1,383
New +$66K 0.09% 362