Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42K Sell
118
-1
-0.8% -$356 0.02% 960
2025
Q1
$21K Buy
119
+5
+4% +$882 0.01% 1183
2024
Q4
$28K Buy
114
+18
+19% +$4.42K 0.02% 1057
2024
Q3
$17K Buy
96
+3
+3% +$531 0.01% 1264
2024
Q2
$21K Sell
93
-3
-3% -$677 0.01% 1180
2024
Q1
$25K Sell
96
-84
-47% -$21.9K 0.02% 1135
2023
Q4
$31K Buy
180
+1
+0.6% +$172 0.02% 1036
2023
Q3
$13K Hold
179
0.01% 1286
2023
Q2
$13K Sell
179
-1
-0.6% -$73 0.01% 1312
2023
Q1
$12K Sell
180
-704
-80% -$46.9K 0.01% 1214
2022
Q4
$31K Sell
884
-47
-5% -$1.65K 0.03% 900
2022
Q3
$59K Sell
931
-296
-24% -$18.8K 0.05% 630
2022
Q2
$58K Buy
1,227
+650
+113% +$30.7K 0.05% 675
2022
Q1
$110K Buy
577
+571
+9,517% +$109K 0.07% 438
2021
Q4
$2K Buy
+6
New +$2K ﹤0.01% 1524