Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Sell
159
-182
-53% -$29.8K 0.02% 1148
2025
Q1
$58K Buy
341
+103
+43% +$17.5K 0.04% 783
2024
Q4
$40K Buy
238
+71
+43% +$11.9K 0.03% 937
2024
Q3
$32K Sell
167
-79
-32% -$15.1K 0.02% 1036
2024
Q2
$45K Buy
246
+92
+60% +$16.8K 0.03% 900
2024
Q1
$30K Sell
154
-5
-3% -$974 0.02% 1066
2023
Q4
$30K Hold
159
0.02% 1049
2023
Q3
$32K Buy
159
+1
+0.6% +$201 0.02% 954
2023
Q2
$40K Sell
158
-17
-10% -$4.3K 0.03% 871
2023
Q1
$45K Sell
175
-6
-3% -$1.54K 0.04% 744
2022
Q4
$42K Sell
181
-33
-15% -$7.66K 0.03% 794
2022
Q3
$47K Sell
214
-492
-70% -$108K 0.04% 719
2022
Q2
$152K Sell
706
-117
-14% -$25.2K 0.12% 196
2022
Q1
$178K Buy
823
+362
+79% +$78.3K 0.12% 185
2021
Q4
$89K Buy
+461
New +$89K 0.12% 219