Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32K Sell
638
-135
-17% -$6.77K 0.02% 1070
2025
Q1
$26K Sell
773
-28
-3% -$942 0.02% 1103
2024
Q4
$31K Sell
801
-290
-27% -$11.2K 0.02% 1019
2024
Q3
$36K Sell
1,091
-1,820
-63% -$60.1K 0.02% 985
2024
Q2
$85K Sell
2,911
-2,313
-44% -$67.5K 0.06% 595
2024
Q1
$149K Sell
5,224
-1,784
-25% -$50.9K 0.09% 282
2023
Q4
$160K Sell
7,008
-2,946
-30% -$67.3K 0.11% 229
2023
Q3
$203K Sell
9,954
-34
-0.3% -$693 0.15% 103
2023
Q2
$208K Sell
9,988
-283
-3% -$5.89K 0.16% 105
2023
Q1
$177K Sell
10,271
-780
-7% -$13.4K 0.15% 140
2022
Q4
$179K Buy
11,051
+370
+3% +$5.99K 0.15% 148
2022
Q3
$134K Buy
10,681
+3,986
+60% +$50K 0.12% 213
2022
Q2
$73K Sell
6,695
-122
-2% -$1.33K 0.06% 571
2022
Q1
$95K Buy
6,817
+3,862
+131% +$53.8K 0.06% 531
2021
Q4
$41K Buy
+2,955
New +$41K 0.06% 651