Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Sell
1,600
-50
-3% -$3.53K 0.07% 474
2025
Q1
$99K Sell
1,650
-239
-13% -$14.3K 0.07% 493
2024
Q4
$157K Buy
1,889
+887
+89% +$73.7K 0.1% 270
2024
Q3
$85K Buy
1,002
+390
+64% +$33.1K 0.05% 622
2024
Q2
$82K Sell
612
-258
-30% -$34.6K 0.05% 605
2024
Q1
$166K Hold
870
0.11% 234
2023
Q4
$139K Sell
870
-100
-10% -$16K 0.1% 290
2023
Q3
$144K Sell
970
-322
-25% -$47.8K 0.11% 235
2023
Q2
$201K Sell
1,292
-271
-17% -$42.2K 0.15% 112
2023
Q1
$220K Sell
1,563
-367
-19% -$51.7K 0.19% 80
2022
Q4
$219K Sell
1,930
-144
-7% -$16.3K 0.18% 87
2022
Q3
$161K Buy
2,074
+747
+56% +$58K 0.14% 134
2022
Q2
$110K Buy
1,327
+122
+10% +$10.1K 0.09% 352
2022
Q1
$119K Buy
1,205
+1,184
+5,638% +$117K 0.08% 391
2021
Q4
$2K Buy
+21
New +$2K ﹤0.01% 1516