Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61K Sell
1,113
-762
-41% -$41.8K 0.04% 805
2025
Q1
$92K Sell
1,875
-916
-33% -$44.9K 0.06% 540
2024
Q4
$133K Buy
2,791
+33
+1% +$1.57K 0.08% 343
2024
Q3
$129K Buy
2,758
+436
+19% +$20.4K 0.08% 379
2024
Q2
$98K Sell
2,322
-71
-3% -$3K 0.06% 492
2024
Q1
$120K Buy
2,393
+2,066
+632% +$104K 0.08% 406
2023
Q4
$13K Buy
327
+10
+3% +$398 0.01% 1371
2023
Q3
$9K Buy
317
+305
+2,542% +$8.66K 0.01% 1463
2023
Q2
$0 Hold
12
﹤0.01% 2127
2023
Q1
$0 Hold
12
﹤0.01% 2014
2022
Q4
$0 Sell
12
-2,081
-99% ﹤0.01% 2059
2022
Q3
$35K Sell
2,093
-1,874
-47% -$31.3K 0.03% 827
2022
Q2
$66K Buy
3,967
+1,423
+56% +$23.7K 0.05% 633
2022
Q1
$63K Buy
2,544
+2,379
+1,442% +$58.9K 0.04% 716
2021
Q4
$8K Buy
+165
New +$8K 0.01% 1082