Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56K Sell
567
-482
-46% -$47.6K 0.03% 847
2025
Q1
$97K Buy
1,049
+12
+1% +$1.11K 0.06% 507
2024
Q4
$94K Buy
1,037
+340
+49% +$30.8K 0.06% 564
2024
Q3
$67K Sell
697
-83
-11% -$7.98K 0.04% 732
2024
Q2
$72K Hold
780
0.05% 687
2024
Q1
$72K Buy
780
+447
+134% +$41.3K 0.05% 724
2023
Q4
$32K Sell
333
-190
-36% -$18.3K 0.02% 1020
2023
Q3
$49K Sell
523
-230
-31% -$21.5K 0.04% 777
2023
Q2
$69K Buy
753
+81
+12% +$7.42K 0.05% 638
2023
Q1
$49K Buy
672
+261
+64% +$19K 0.04% 713
2022
Q4
$34K Buy
411
+143
+53% +$11.8K 0.03% 868
2022
Q3
$26K Sell
268
-83
-24% -$8.05K 0.02% 927
2022
Q2
$37K Buy
351
+28
+9% +$2.95K 0.03% 815
2022
Q1
$56K Buy
323
+152
+89% +$26.4K 0.04% 763
2021
Q4
$28K Buy
+171
New +$28K 0.04% 768