Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15K Sell
278
-84
-23% -$4.53K 0.01% 1351
2025
Q1
$27K Buy
362
+109
+43% +$8.13K 0.02% 1081
2024
Q4
$19K Sell
253
-16
-6% -$1.2K 0.01% 1211
2024
Q3
$21K Sell
269
-4
-1% -$312 0.01% 1185
2024
Q2
$20K Buy
273
+24
+10% +$1.76K 0.01% 1199
2024
Q1
$21K Sell
249
-72
-22% -$6.07K 0.01% 1199
2023
Q4
$24K Sell
321
-19
-6% -$1.42K 0.02% 1123
2023
Q3
$25K Sell
340
-43
-11% -$3.16K 0.02% 1036
2023
Q2
$29K Buy
383
+45
+13% +$3.41K 0.02% 987
2023
Q1
$23K Buy
338
+27
+9% +$1.84K 0.02% 956
2022
Q4
$20K Buy
311
+97
+45% +$6.24K 0.02% 1031
2022
Q3
$13K Sell
214
-145
-40% -$8.81K 0.01% 1152
2022
Q2
$20K Sell
359
-414
-54% -$23.1K 0.02% 971
2022
Q1
$47K Buy
773
+199
+35% +$12.1K 0.03% 820
2021
Q4
$44K Buy
+574
New +$44K 0.06% 610