Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91K Buy
1,818
+78
+4% +$3.9K 0.05% 606
2025
Q1
$103K Buy
1,740
+781
+81% +$46.2K 0.07% 469
2024
Q4
$69K Buy
959
+428
+81% +$30.8K 0.04% 724
2024
Q3
$46K Buy
531
+66
+14% +$5.72K 0.03% 904
2024
Q2
$44K Buy
465
+1
+0.2% +$95 0.03% 905
2024
Q1
$45K Sell
464
-123
-21% -$11.9K 0.03% 923
2023
Q4
$50K Buy
587
+184
+46% +$15.7K 0.03% 849
2023
Q3
$33K Buy
403
+311
+338% +$25.5K 0.02% 931
2023
Q2
$8K Sell
92
-1
-1% -$87 0.01% 1556
2023
Q1
$10K Buy
93
+1
+1% +$108 0.01% 1295
2022
Q4
$10K Hold
92
0.01% 1313
2022
Q3
$9K Sell
92
-638
-87% -$62.4K 0.01% 1292
2022
Q2
$75K Sell
730
-79
-10% -$8.12K 0.06% 556
2022
Q1
$80K Buy
809
+154
+24% +$15.2K 0.05% 630
2021
Q4
$71K Buy
+655
New +$71K 0.1% 328