Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27K Buy
399
+8
+2% +$541 0.02% 1131
2025
Q1
$27K Buy
391
+186
+91% +$12.8K 0.02% 1079
2024
Q4
$13K Buy
205
+8
+4% +$507 0.01% 1380
2024
Q3
$12K Sell
197
-6
-3% -$365 0.01% 1428
2024
Q2
$11K Sell
203
-217
-52% -$11.8K 0.01% 1460
2024
Q1
$22K Sell
420
-31
-7% -$1.62K 0.01% 1183
2023
Q4
$24K Buy
451
+15
+3% +$798 0.02% 1122
2023
Q3
$22K Buy
436
+102
+31% +$5.15K 0.02% 1076
2023
Q2
$20K Buy
334
+116
+53% +$6.95K 0.02% 1130
2023
Q1
$13K Buy
218
+4
+2% +$239 0.01% 1180
2022
Q4
$14K Buy
214
+4
+2% +$262 0.01% 1162
2022
Q3
$13K Sell
210
-2,392
-92% -$148K 0.01% 1150
2022
Q2
$170K Buy
2,602
+223
+9% +$14.6K 0.13% 150
2022
Q1
$163K Buy
2,379
+1,391
+141% +$95.3K 0.11% 230
2021
Q4
$68K Buy
+988
New +$68K 0.1% 354