Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Sell
422
-18
-4% -$768 0.01% 1282
2025
Q1
$15K Buy
440
+86
+24% +$2.93K 0.01% 1276
2024
Q4
$13K Sell
354
-914
-72% -$33.6K 0.01% 1365
2024
Q3
$49K Sell
1,268
-784
-38% -$30.3K 0.03% 883
2024
Q2
$70K Sell
2,052
-836
-29% -$28.5K 0.05% 696
2024
Q1
$94K Buy
2,888
+1,854
+179% +$60.3K 0.06% 575
2023
Q4
$29K Buy
1,034
+607
+142% +$17K 0.02% 1057
2023
Q3
$11K Sell
427
-527
-55% -$13.6K 0.01% 1356
2023
Q2
$30K Buy
954
+533
+127% +$16.8K 0.02% 981
2023
Q1
$11K Buy
421
+26
+7% +$679 0.01% 1251
2022
Q4
$12K Sell
395
-162
-29% -$4.92K 0.01% 1219
2022
Q3
$13K Sell
557
-2,461
-82% -$57.4K 0.01% 1143
2022
Q2
$67K Buy
3,018
+2,468
+449% +$54.8K 0.05% 625
2022
Q1
$15K Buy
550
+155
+39% +$4.23K 0.01% 1140
2021
Q4
$11K Buy
+395
New +$11K 0.02% 984