Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Sell
215
-16
-7% -$1.94K 0.02% 1143
2025
Q1
$21K Sell
231
-66
-22% -$6K 0.01% 1184
2024
Q4
$35K Buy
297
+4
+1% +$471 0.02% 983
2024
Q3
$35K Buy
293
+218
+291% +$26K 0.02% 994
2024
Q2
$10K Sell
75
-7
-9% -$933 0.01% 1524
2024
Q1
$9K Buy
+82
New +$9K 0.01% 1641
2023
Q3
Sell
-4,043
Closed -$219K 2218
2023
Q2
$219K Buy
4,043
+3,765
+1,354% +$204K 0.17% 89
2023
Q1
$11K Sell
278
-4
-1% -$158 0.01% 1256
2022
Q4
$11K Sell
282
-1
-0.4% -$39 0.01% 1270
2022
Q3
$10K Sell
283
-4
-1% -$141 0.01% 1252
2022
Q2
$13K Buy
287
+96
+50% +$4.35K 0.01% 1098
2022
Q1
$10K Sell
191
-364
-66% -$19.1K 0.01% 1297
2021
Q4
$31K Buy
+555
New +$31K 0.04% 741