Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$147K Buy
705
+60
+9% +$12.5K 0.09% 326
2025
Q1
$140K Sell
645
-179
-22% -$38.9K 0.09% 291
2024
Q4
$170K Sell
824
-1
-0.1% -$206 0.11% 244
2024
Q3
$145K Sell
825
-159
-16% -$27.9K 0.09% 323
2024
Q2
$160K Sell
984
-864
-47% -$140K 0.1% 241
2024
Q1
$275K Sell
1,848
-157
-8% -$23.4K 0.17% 63
2023
Q4
$258K Sell
2,005
-186
-8% -$23.9K 0.18% 69
2023
Q3
$231K Sell
2,191
-53
-2% -$5.59K 0.17% 76
2023
Q2
$234K Buy
2,244
+46
+2% +$4.8K 0.18% 78
2023
Q1
$222K Sell
2,198
-263
-11% -$26.6K 0.19% 77
2022
Q4
$227K Buy
2,461
+651
+36% +$60K 0.19% 80
2022
Q3
$145K Buy
1,810
+1,808
+90,400% +$145K 0.13% 176
2022
Q2
$0 Sell
2
-4
-67% ﹤0.01% 2084
2022
Q1
$1K Sell
6
-4
-40% -$667 ﹤0.01% 1823
2021
Q4
$1K Buy
+10
New +$1K ﹤0.01% 1767