Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Buy
536
+277
+107% +$91K 0.1% 239
2025
Q1
$81K Sell
259
-82
-24% -$25.6K 0.05% 611
2024
Q4
$119K Sell
341
-82
-19% -$28.6K 0.07% 412
2024
Q3
$137K Buy
423
+224
+113% +$72.5K 0.09% 355
2024
Q2
$55K Buy
199
+115
+137% +$31.8K 0.04% 808
2024
Q1
$25K Sell
84
-577
-87% -$172K 0.02% 1133
2023
Q4
$158K Buy
661
+115
+21% +$27.5K 0.11% 238
2023
Q3
$125K Buy
546
+128
+31% +$29.3K 0.09% 296
2023
Q2
$103K Buy
418
+134
+47% +$33K 0.08% 416
2023
Q1
$68K Sell
284
-28
-9% -$6.7K 0.06% 580
2022
Q4
$76K Sell
312
-213
-41% -$51.9K 0.06% 537
2022
Q3
$107K Sell
525
-293
-36% -$59.7K 0.09% 316
2022
Q2
$158K Sell
818
-4
-0.5% -$773 0.13% 177
2022
Q1
$169K Buy
822
+415
+102% +$85.3K 0.11% 211
2021
Q4
$89K Buy
+407
New +$89K 0.12% 217