Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54K Sell
152
-31
-17% -$11K 0.03% 865
2025
Q1
$50K Buy
183
+11
+6% +$3.01K 0.03% 843
2024
Q4
$57K Buy
172
+12
+8% +$3.98K 0.04% 801
2024
Q3
$53K Sell
160
-4
-2% -$1.33K 0.03% 854
2024
Q2
$51K Buy
164
+4
+3% +$1.24K 0.03% 842
2024
Q1
$50K Sell
160
-698
-81% -$218K 0.03% 877
2023
Q4
$207K Buy
858
+223
+35% +$53.8K 0.14% 129
2023
Q3
$135K Buy
635
+443
+231% +$94.2K 0.1% 266
2023
Q2
$39K Sell
192
-526
-73% -$107K 0.03% 878
2023
Q1
$123K Buy
718
+491
+216% +$84.1K 0.11% 275
2022
Q4
$36K Buy
227
+29
+15% +$4.6K 0.03% 856
2022
Q3
$27K Buy
198
+175
+761% +$23.9K 0.02% 918
2022
Q2
$3K Hold
23
﹤0.01% 1507
2022
Q1
$4K Hold
23
﹤0.01% 1519
2021
Q4
$4K Buy
+23
New +$4K 0.01% 1380