Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Sell
287
-1
-0.3% -$352 0.06% 548
2025
Q1
$91K Buy
288
+72
+33% +$22.8K 0.06% 546
2024
Q4
$73K Buy
216
+17
+9% +$5.75K 0.05% 685
2024
Q3
$64K Sell
199
-2
-1% -$643 0.04% 761
2024
Q2
$65K Sell
201
-28
-12% -$9.06K 0.04% 731
2024
Q1
$80K Buy
229
+8
+4% +$2.8K 0.05% 662
2023
Q4
$80K Sell
221
-17
-7% -$6.15K 0.05% 627
2023
Q3
$71K Buy
238
+25
+12% +$7.46K 0.05% 604
2023
Q2
$71K Sell
213
-61
-22% -$20.3K 0.05% 625
2023
Q1
$91K Sell
274
-2
-0.7% -$664 0.08% 430
2022
Q4
$67K Buy
276
+29
+12% +$7.04K 0.05% 604
2022
Q3
$55K Buy
247
+189
+326% +$42.1K 0.05% 652
2022
Q2
$14K Sell
58
-96
-62% -$23.2K 0.01% 1069
2022
Q1
$49K Buy
154
+118
+328% +$37.5K 0.03% 802
2021
Q4
$14K Buy
+36
New +$14K 0.02% 928