Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33K Sell
310
-1
-0.3% -$106 0.02% 1054
2025
Q1
$35K Buy
311
+6
+2% +$675 0.02% 965
2024
Q4
$32K Sell
305
-58
-16% -$6.09K 0.02% 1005
2024
Q3
$41K Buy
363
+107
+42% +$12.1K 0.03% 935
2024
Q2
$23K Buy
256
+2
+0.8% +$180 0.01% 1148
2024
Q1
$22K Sell
254
-7
-3% -$606 0.01% 1175
2023
Q4
$22K Sell
261
-59
-18% -$4.97K 0.02% 1151
2023
Q3
$25K Sell
320
-1
-0.3% -$78 0.02% 1029
2023
Q2
$23K Sell
321
-4
-1% -$287 0.02% 1067
2023
Q1
$21K Sell
325
-438
-57% -$28.3K 0.02% 980
2022
Q4
$55K Sell
763
-767
-50% -$55.3K 0.04% 691
2022
Q3
$86K Buy
1,530
+976
+176% +$54.9K 0.08% 427
2022
Q2
$31K Sell
554
-916
-62% -$51.3K 0.02% 866
2022
Q1
$95K Sell
1,470
-105
-7% -$6.79K 0.06% 529
2021
Q4
$92K Buy
+1,575
New +$92K 0.13% 198