Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99K Sell
1,450
-38
-3% -$2.59K 0.06% 562
2025
Q1
$89K Sell
1,488
-331
-18% -$19.8K 0.06% 559
2024
Q4
$110K Buy
1,819
+186
+11% +$11.2K 0.07% 466
2024
Q3
$118K Sell
1,633
-209
-11% -$15.1K 0.07% 419
2024
Q2
$130K Buy
1,842
+55
+3% +$3.88K 0.08% 341
2024
Q1
$142K Buy
1,787
+1,074
+151% +$85.3K 0.09% 305
2023
Q4
$64K Buy
713
+563
+375% +$50.5K 0.04% 738
2023
Q3
$15K Buy
150
+1
+0.7% +$100 0.01% 1220
2023
Q2
$15K Buy
149
+5
+3% +$503 0.01% 1247
2023
Q1
$16K Sell
144
-21
-13% -$2.33K 0.01% 1074
2022
Q4
$15K Buy
165
+37
+29% +$3.36K 0.01% 1123
2022
Q3
$10K Buy
128
+125
+4,167% +$9.77K 0.01% 1246
2022
Q2
$0 Sell
3
-9
-75% ﹤0.01% 1862
2022
Q1
$1K Sell
12
-5
-29% -$417 ﹤0.01% 1715
2021
Q4
$3K Buy
+17
New +$3K ﹤0.01% 1449