Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Sell
252
-885
-78% -$91.3K 0.02% 1137
2025
Q1
$105K Sell
1,137
-541
-32% -$50K 0.07% 454
2024
Q4
$157K Sell
1,678
-99
-6% -$9.26K 0.1% 269
2024
Q3
$174K Buy
1,777
+1,558
+711% +$153K 0.11% 235
2024
Q2
$21K Buy
219
+26
+13% +$2.49K 0.01% 1174
2024
Q1
$24K Buy
193
+6
+3% +$746 0.02% 1148
2023
Q4
$22K Buy
187
+9
+5% +$1.06K 0.02% 1152
2023
Q3
$21K Buy
178
+57
+47% +$6.73K 0.02% 1090
2023
Q2
$16K Hold
121
0.01% 1219
2023
Q1
$16K Buy
121
+20
+20% +$2.65K 0.01% 1073
2022
Q4
$14K Sell
101
-3,853
-97% -$534K 0.01% 1152
2022
Q3
$126K Buy
3,954
+3,230
+446% +$103K 0.11% 241
2022
Q2
$71K Sell
724
-409
-36% -$40.1K 0.06% 586
2022
Q1
$166K Buy
1,133
+461
+69% +$67.5K 0.11% 218
2021
Q4
$78K Buy
+672
New +$78K 0.11% 277