Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Buy
345
+21
+6% +$1.58K 0.02% 1142
2025
Q1
$20K Buy
324
+1
+0.3% +$62 0.01% 1199
2024
Q4
$18K Hold
323
0.01% 1241
2024
Q3
$19K Buy
323
+1
+0.3% +$59 0.01% 1224
2024
Q2
$17K Sell
322
-1,222
-79% -$64.5K 0.01% 1247
2024
Q1
$89K Buy
1,544
+1,216
+371% +$70.1K 0.06% 613
2023
Q4
$16K Buy
328
+2
+0.6% +$98 0.01% 1272
2023
Q3
$17K Sell
326
-79
-20% -$4.12K 0.01% 1174
2023
Q2
$23K Sell
405
-3
-0.7% -$170 0.02% 1069
2023
Q1
$25K Sell
408
-317
-44% -$19.4K 0.02% 924
2022
Q4
$43K Buy
725
+111
+18% +$6.58K 0.04% 783
2022
Q3
$35K Sell
614
-650
-51% -$37.1K 0.03% 831
2022
Q2
$68K Sell
1,264
-833
-40% -$44.8K 0.05% 619
2022
Q1
$121K Buy
2,097
+440
+27% +$25.4K 0.08% 383
2021
Q4
$78K Buy
+1,657
New +$78K 0.11% 283