Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15K Buy
186
+5
+3% +$403 0.01% 1343
2025
Q1
$11K Buy
181
+6
+3% +$365 0.01% 1424
2024
Q4
$15K Sell
175
-484
-73% -$41.5K 0.01% 1311
2024
Q3
$41K Sell
659
-1,308
-66% -$81.4K 0.03% 937
2024
Q2
$94K Buy
1,967
+754
+62% +$36K 0.06% 525
2024
Q1
$60K Buy
1,213
+937
+339% +$46.3K 0.04% 807
2023
Q4
$12K Sell
276
-105
-28% -$4.57K 0.01% 1413
2023
Q3
$18K Buy
381
+212
+125% +$10K 0.01% 1144
2023
Q2
$7K Sell
169
-2
-1% -$83 0.01% 1624
2023
Q1
$9K Sell
171
-482
-74% -$25.4K 0.01% 1347
2022
Q4
$33K Sell
653
-419
-39% -$21.2K 0.03% 881
2022
Q3
$43K Sell
1,072
-240
-18% -$9.63K 0.04% 749
2022
Q2
$60K Buy
1,312
+337
+35% +$15.4K 0.05% 666
2022
Q1
$59K Sell
975
-292
-23% -$17.7K 0.04% 744
2021
Q4
$98K Buy
+1,267
New +$98K 0.14% 167