Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87K Sell
1,097
-140
-11% -$11.1K 0.05% 628
2025
Q1
$100K Buy
1,237
+290
+31% +$23.4K 0.07% 487
2024
Q4
$91K Buy
947
+60
+7% +$5.77K 0.06% 584
2024
Q3
$90K Buy
887
+358
+68% +$36.3K 0.06% 585
2024
Q2
$48K Buy
529
+81
+18% +$7.35K 0.03% 871
2024
Q1
$48K Buy
448
+310
+225% +$33.2K 0.03% 894
2023
Q4
$16K Sell
138
-80
-37% -$9.28K 0.01% 1267
2023
Q3
$23K Buy
218
+3
+1% +$317 0.02% 1055
2023
Q2
$19K Buy
215
+64
+42% +$5.66K 0.01% 1148
2023
Q1
$12K Sell
151
-2
-1% -$159 0.01% 1207
2022
Q4
$13K Buy
153
+3
+2% +$255 0.01% 1183
2022
Q3
$12K Sell
150
-364
-71% -$29.1K 0.01% 1173
2022
Q2
$47K Sell
514
-121
-19% -$11.1K 0.04% 750
2022
Q1
$76K Buy
635
+212
+50% +$25.4K 0.05% 653
2021
Q4
$50K Buy
+423
New +$50K 0.07% 532