Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27K Sell
319
-59
-16% -$4.99K 0.02% 1130
2025
Q1
$32K Buy
378
+56
+17% +$4.74K 0.02% 1010
2024
Q4
$24K Buy
322
+20
+7% +$1.49K 0.02% 1126
2024
Q3
$20K Sell
302
-182
-38% -$12.1K 0.01% 1207
2024
Q2
$26K Buy
484
+190
+65% +$10.2K 0.02% 1098
2024
Q1
$16K Sell
294
-204
-41% -$11.1K 0.01% 1286
2023
Q4
$25K Buy
498
+196
+65% +$9.84K 0.02% 1106
2023
Q3
$14K Sell
302
-6
-2% -$278 0.01% 1262
2023
Q2
$15K Sell
308
-8
-3% -$390 0.01% 1256
2023
Q1
$17K Buy
316
+20
+7% +$1.08K 0.01% 1055
2022
Q4
$17K Sell
296
-2
-0.7% -$115 0.01% 1081
2022
Q3
$15K Sell
298
-1,758
-86% -$88.5K 0.01% 1090
2022
Q2
$116K Sell
2,056
-410
-17% -$23.1K 0.09% 318
2022
Q1
$144K Buy
2,466
+1,024
+71% +$59.8K 0.1% 288
2021
Q4
$81K Buy
+1,442
New +$81K 0.11% 260