Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Buy
484
+14
+3% +$3.91K 0.08% 377
2025
Q1
$146K Buy
470
+41
+10% +$12.7K 0.1% 260
2024
Q4
$112K Sell
429
-28
-6% -$7.31K 0.07% 448
2024
Q3
$148K Sell
457
-653
-59% -$211K 0.09% 313
2024
Q2
$348K Buy
1,110
+333
+43% +$104K 0.23% 41
2024
Q1
$220K Sell
777
-179
-19% -$50.7K 0.14% 132
2023
Q4
$274K Sell
956
-99
-9% -$28.4K 0.19% 57
2023
Q3
$283K Buy
1,055
+335
+47% +$89.9K 0.21% 48
2023
Q2
$160K Buy
720
+87
+14% +$19.3K 0.12% 196
2023
Q1
$153K Sell
633
-6
-0.9% -$1.45K 0.13% 191
2022
Q4
$168K Sell
639
-3
-0.5% -$789 0.14% 171
2022
Q3
$145K Sell
642
-224
-26% -$50.6K 0.13% 175
2022
Q2
$211K Sell
866
-20
-2% -$4.87K 0.17% 102
2022
Q1
$214K Buy
886
+338
+62% +$81.6K 0.14% 131
2021
Q4
$123K Buy
+548
New +$123K 0.17% 91