Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37K Sell
1,198
-3
-0.2% -$93 0.02% 1013
2025
Q1
$42K Sell
1,201
-842
-41% -$29.4K 0.03% 912
2024
Q4
$102K Buy
2,043
+799
+64% +$39.9K 0.06% 508
2024
Q3
$60K Sell
1,244
-289
-19% -$13.9K 0.04% 800
2024
Q2
$81K Buy
1,533
+311
+25% +$16.4K 0.05% 616
2024
Q1
$74K Sell
1,222
-168
-12% -$10.2K 0.05% 711
2023
Q4
$90K Sell
1,390
-324
-19% -$21K 0.06% 562
2023
Q3
$86K Buy
1,714
+255
+17% +$12.8K 0.06% 500
2023
Q2
$68K Buy
1,459
+80
+6% +$3.73K 0.05% 643
2023
Q1
$62K Sell
1,379
-450
-25% -$20.2K 0.05% 625
2022
Q4
$107K Buy
1,829
+1,195
+188% +$69.9K 0.09% 346
2022
Q3
$27K Buy
634
+507
+399% +$21.6K 0.02% 915
2022
Q2
$9K Sell
127
-3
-2% -$213 0.01% 1233
2022
Q1
$11K Buy
130
+54
+71% +$4.57K 0.01% 1270
2021
Q4
$8K Buy
+76
New +$8K 0.01% 1083