Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76K Sell
888
-148
-14% -$12.7K 0.04% 702
2025
Q1
$95K Buy
1,036
+263
+34% +$24.1K 0.06% 522
2024
Q4
$71K Buy
773
+189
+32% +$17.4K 0.04% 711
2024
Q3
$60K Sell
584
-36
-6% -$3.7K 0.04% 801
2024
Q2
$64K Buy
620
+242
+64% +$25K 0.04% 741
2024
Q1
$36K Buy
378
+264
+232% +$25.1K 0.02% 999
2023
Q4
$12K Hold
114
0.01% 1419
2023
Q3
$11K Buy
114
+17
+18% +$1.64K 0.01% 1370
2023
Q2
$11K Buy
97
+89
+1,113% +$10.1K 0.01% 1382
2023
Q1
$1K Sell
8
-299
-97% -$37.4K ﹤0.01% 1837
2022
Q4
$23K Sell
307
-355
-54% -$26.6K 0.02% 986
2022
Q3
$39K Sell
662
-298
-31% -$17.6K 0.03% 788
2022
Q2
$57K Buy
960
+30
+3% +$1.78K 0.05% 686
2022
Q1
$69K Buy
930
+342
+58% +$25.4K 0.05% 690
2021
Q4
$46K Buy
+588
New +$46K 0.06% 588