Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
573
+253
+79% +$46.4K 0.06% 527
2025
Q1
$56K Sell
320
-79
-20% -$13.8K 0.04% 796
2024
Q4
$75K Buy
399
+9
+2% +$1.69K 0.05% 673
2024
Q3
$75K Sell
390
-53
-12% -$10.2K 0.05% 681
2024
Q2
$80K Buy
443
+327
+282% +$59.1K 0.05% 628
2024
Q1
$21K Sell
116
-323
-74% -$58.5K 0.01% 1196
2023
Q4
$68K Sell
439
-1
-0.2% -$155 0.05% 710
2023
Q3
$61K Buy
440
+67
+18% +$9.29K 0.05% 670
2023
Q2
$55K Buy
373
+246
+194% +$36.3K 0.04% 741
2023
Q1
$19K Sell
127
-413
-76% -$61.8K 0.02% 1018
2022
Q4
$73K Buy
540
+13
+2% +$1.76K 0.06% 560
2022
Q3
$61K Sell
527
-199
-27% -$23K 0.05% 621
2022
Q2
$88K Buy
726
+28
+4% +$3.39K 0.07% 480
2022
Q1
$110K Buy
698
+347
+99% +$54.7K 0.07% 440
2021
Q4
$64K Buy
+351
New +$64K 0.09% 387