Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50K Buy
277
+126
+83% +$22.7K 0.03% 887
2025
Q1
$26K Buy
151
+15
+11% +$2.58K 0.02% 1097
2024
Q4
$25K Buy
136
+12
+10% +$2.21K 0.02% 1103
2024
Q3
$21K Buy
124
+3
+2% +$508 0.01% 1182
2024
Q2
$20K Buy
121
+1
+0.8% +$165 0.01% 1191
2024
Q1
$22K Sell
120
-179
-60% -$32.8K 0.01% 1177
2023
Q4
$49K Buy
299
+178
+147% +$29.2K 0.03% 859
2023
Q3
$18K Hold
121
0.01% 1141
2023
Q2
$20K Sell
121
-1
-0.8% -$165 0.02% 1125
2023
Q1
$18K Sell
122
-41
-25% -$6.05K 0.02% 1030
2022
Q4
$23K Sell
163
-6
-4% -$847 0.02% 982
2022
Q3
$19K Buy
169
+47
+39% +$5.28K 0.02% 1000
2022
Q2
$14K Sell
122
-90
-42% -$10.3K 0.01% 1068
2022
Q1
$28K Buy
212
+97
+84% +$12.8K 0.02% 956
2021
Q4
$17K Buy
+115
New +$17K 0.02% 889