Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Buy
166
+16
+11% +$1.93K 0.01% 1246
2025
Q1
$22K Buy
150
+61
+69% +$8.95K 0.01% 1164
2024
Q4
$14K Buy
89
+3
+3% +$472 0.01% 1337
2024
Q3
$14K Sell
86
-1
-1% -$163 0.01% 1351
2024
Q2
$12K Hold
87
0.01% 1395
2024
Q1
$13K Buy
87
+2
+2% +$299 0.01% 1373
2023
Q4
$12K Hold
85
0.01% 1414
2023
Q3
$11K Sell
85
-6
-7% -$776 0.01% 1362
2023
Q2
$15K Sell
91
-1
-1% -$165 0.01% 1251
2023
Q1
$15K Sell
92
-34
-27% -$5.54K 0.01% 1104
2022
Q4
$18K Buy
126
+33
+35% +$4.71K 0.01% 1062
2022
Q3
$12K Sell
93
-2
-2% -$258 0.01% 1179
2022
Q2
$13K Buy
95
+5
+6% +$684 0.01% 1095
2022
Q1
$13K Sell
90
-446
-83% -$64.4K 0.01% 1206
2021
Q4
$94K Buy
+536
New +$94K 0.13% 186