Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84K Buy
726
+90
+14% +$10.4K 0.05% 645
2025
Q1
$64K Buy
636
+121
+23% +$12.2K 0.04% 727
2024
Q4
$58K Sell
515
-350
-40% -$39.4K 0.04% 792
2024
Q3
$101K Sell
865
-171
-17% -$20K 0.06% 507
2024
Q2
$97K Sell
1,036
-130
-11% -$12.2K 0.06% 499
2024
Q1
$108K Buy
1,166
+295
+34% +$27.3K 0.07% 489
2023
Q4
$67K Buy
871
+265
+44% +$20.4K 0.05% 717
2023
Q3
$59K Sell
606
-211
-26% -$20.5K 0.04% 684
2023
Q2
$78K Buy
817
+451
+123% +$43.1K 0.06% 577
2023
Q1
$32K Buy
366
+3
+0.8% +$262 0.03% 867
2022
Q4
$26K Sell
363
-132
-27% -$9.46K 0.02% 955
2022
Q3
$30K Buy
495
+487
+6,088% +$29.5K 0.03% 892
2022
Q2
$0 Sell
8
-4
-33% ﹤0.01% 1896
2022
Q1
$1K Sell
12
-1
-8% -$83 ﹤0.01% 1725
2021
Q4
$1K Buy
+13
New +$1K ﹤0.01% 1645