Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
859
+217
+34% +$27.3K 0.06% 509
2025
Q1
$88K Buy
642
+317
+98% +$43.5K 0.06% 560
2024
Q4
$50K Buy
325
+240
+282% +$36.9K 0.03% 854
2024
Q3
$17K Sell
85
-79
-48% -$15.8K 0.01% 1260
2024
Q2
$38K Buy
164
+78
+91% +$18.1K 0.02% 965
2024
Q1
$18K Sell
86
-1
-1% -$209 0.01% 1241
2023
Q4
$23K Sell
87
-6
-6% -$1.59K 0.02% 1140
2023
Q3
$24K Buy
93
+3
+3% +$774 0.02% 1042
2023
Q2
$26K Sell
90
-95
-51% -$27.4K 0.02% 1022
2023
Q1
$52K Buy
185
+81
+78% +$22.8K 0.05% 696
2022
Q4
$29K Sell
104
-291
-74% -$81.1K 0.02% 923
2022
Q3
$105K Sell
395
-35
-8% -$9.3K 0.09% 324
2022
Q2
$88K Buy
430
+60
+16% +$12.3K 0.07% 479
2022
Q1
$78K Buy
370
+186
+101% +$39.2K 0.05% 644
2021
Q4
$44K Buy
+184
New +$44K 0.06% 609