Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89K Sell
1,777
-15
-0.8% -$751 0.05% 617
2025
Q1
$85K Sell
1,792
-526
-23% -$25K 0.06% 582
2024
Q4
$123K Buy
2,318
+642
+38% +$34.1K 0.08% 391
2024
Q3
$93K Buy
1,676
+136
+9% +$7.55K 0.06% 563
2024
Q2
$91K Buy
1,540
+1,388
+913% +$82K 0.06% 549
2024
Q1
$11K Sell
152
-1
-0.7% -$72 0.01% 1500
2023
Q4
$12K Buy
153
+67
+78% +$5.26K 0.01% 1421
2023
Q3
$6K Hold
86
﹤0.01% 1674
2023
Q2
$7K Sell
86
-85
-50% -$6.92K 0.01% 1627
2023
Q1
$19K Sell
171
-82
-32% -$9.11K 0.02% 1020
2022
Q4
$31K Sell
253
-276
-52% -$33.8K 0.03% 901
2022
Q3
$53K Buy
529
+109
+26% +$10.9K 0.05% 674
2022
Q2
$31K Sell
420
-8
-2% -$590 0.02% 868
2022
Q1
$54K Buy
428
+297
+227% +$37.5K 0.04% 776
2021
Q4
$29K Buy
+131
New +$29K 0.04% 759