Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Sell
236
-71
-23% -$34K 0.07% 475
2025
Q1
$113K Buy
307
+65
+27% +$23.9K 0.08% 402
2024
Q4
$98K Sell
242
-99
-29% -$40.1K 0.06% 539
2024
Q3
$172K Sell
341
-220
-39% -$111K 0.11% 240
2024
Q2
$242K Sell
561
-63
-10% -$27.2K 0.16% 108
2024
Q1
$237K Buy
624
+51
+9% +$19.4K 0.15% 109
2023
Q4
$185K Buy
573
+33
+6% +$10.7K 0.13% 176
2023
Q3
$170K Buy
540
+45
+9% +$14.2K 0.13% 162
2023
Q2
$169K Buy
495
+277
+127% +$94.6K 0.13% 178
2023
Q1
$65K Hold
218
0.06% 604
2022
Q4
$66K Sell
218
-20
-8% -$6.06K 0.05% 606
2022
Q3
$62K Buy
238
+20
+9% +$5.21K 0.05% 606
2022
Q2
$62K Sell
218
-211
-49% -$60K 0.05% 658
2022
Q1
$129K Buy
429
+93
+28% +$28K 0.09% 346
2021
Q4
$91K Buy
+336
New +$91K 0.13% 207