Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48K Sell
553
-324
-37% -$28.1K 0.03% 900
2025
Q1
$60K Sell
877
-232
-21% -$15.9K 0.04% 766
2024
Q4
$86K Buy
1,109
+150
+16% +$11.6K 0.05% 607
2024
Q3
$64K Buy
959
+335
+54% +$22.4K 0.04% 764
2024
Q2
$71K Sell
624
-225
-27% -$25.6K 0.05% 693
2024
Q1
$118K Buy
849
+15
+2% +$2.09K 0.07% 422
2023
Q4
$104K Buy
834
+541
+185% +$67.5K 0.07% 468
2023
Q3
$27K Sell
293
-276
-49% -$25.4K 0.02% 1008
2023
Q2
$73K Buy
569
+390
+218% +$50K 0.06% 606
2023
Q1
$21K Buy
179
+7
+4% +$821 0.02% 982
2022
Q4
$20K Hold
172
0.02% 1030
2022
Q3
$14K Sell
172
-3
-2% -$244 0.01% 1118
2022
Q2
$13K Sell
175
-9
-5% -$669 0.01% 1100
2022
Q1
$24K Sell
184
-344
-65% -$44.9K 0.02% 1004
2021
Q4
$71K Buy
+528
New +$71K 0.1% 331