Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78K Buy
546
+4
+0.7% +$571 0.05% 686
2025
Q1
$83K Sell
542
-103
-16% -$15.8K 0.06% 595
2024
Q4
$96K Sell
645
-46
-7% -$6.85K 0.06% 553
2024
Q3
$113K Buy
691
+15
+2% +$2.45K 0.07% 452
2024
Q2
$94K Sell
676
-47
-7% -$6.54K 0.06% 527
2024
Q1
$100K Sell
723
-159
-18% -$22K 0.06% 537
2023
Q4
$92K Buy
882
+230
+35% +$24K 0.06% 547
2023
Q3
$62K Sell
652
-101
-13% -$9.6K 0.05% 664
2023
Q2
$76K Sell
753
-200
-21% -$20.2K 0.06% 592
2023
Q1
$77K Buy
953
+184
+24% +$14.9K 0.07% 523
2022
Q4
$57K Sell
769
-140
-15% -$10.4K 0.05% 675
2022
Q3
$75K Buy
909
+786
+639% +$64.9K 0.07% 514
2022
Q2
$10K Sell
123
-3
-2% -$244 0.01% 1203
2022
Q1
$14K Buy
126
+64
+103% +$7.11K 0.01% 1176
2021
Q4
$7K Buy
+62
New +$7K 0.01% 1146