Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38K Sell
126
-32
-20% -$9.65K 0.02% 1004
2025
Q1
$44K Sell
158
-41
-21% -$11.4K 0.03% 887
2024
Q4
$44K Sell
199
-21
-10% -$4.64K 0.03% 904
2024
Q3
$49K Sell
220
-2
-0.9% -$445 0.03% 884
2024
Q2
$50K Sell
222
-4
-2% -$901 0.03% 852
2024
Q1
$55K Buy
226
+14
+7% +$3.41K 0.03% 845
2023
Q4
$43K Buy
212
+39
+23% +$7.91K 0.03% 915
2023
Q3
$31K Sell
173
-3
-2% -$538 0.02% 962
2023
Q2
$34K Buy
176
+49
+39% +$9.47K 0.03% 930
2023
Q1
$20K Buy
127
+6
+5% +$945 0.02% 999
2022
Q4
$20K Buy
+121
New +$20K 0.02% 1029
2022
Q3
Sell
-1,090
Closed -$154K 2059
2022
Q2
$154K Sell
1,090
-436
-29% -$61.6K 0.12% 188
2022
Q1
$236K Buy
1,526
+1,424
+1,396% +$220K 0.16% 102
2021
Q4
$14K Buy
+102
New +$14K 0.02% 933