Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39K Sell
144
-7
-5% -$1.9K 0.02% 989
2025
Q1
$38K Sell
151
-1
-0.7% -$252 0.03% 944
2024
Q4
$36K Hold
152
0.02% 973
2024
Q3
$39K Buy
152
+1
+0.7% +$257 0.02% 957
2024
Q2
$36K Sell
151
-5
-3% -$1.19K 0.02% 987
2024
Q1
$36K Sell
156
-2
-1% -$462 0.02% 998
2023
Q4
$31K Buy
158
+4
+3% +$785 0.02% 1037
2023
Q3
$26K Sell
154
-28
-15% -$4.73K 0.02% 1021
2023
Q2
$34K Sell
182
-83
-31% -$15.5K 0.03% 931
2023
Q1
$44K Buy
265
+108
+69% +$17.9K 0.04% 752
2022
Q4
$23K Sell
157
-2
-1% -$293 0.02% 984
2022
Q3
$23K Sell
159
-53
-25% -$7.67K 0.02% 958
2022
Q2
$33K Sell
212
-86
-29% -$13.4K 0.03% 844
2022
Q1
$53K Buy
298
+107
+56% +$19K 0.04% 783
2021
Q4
$45K Buy
+191
New +$45K 0.06% 602