Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64K Buy
156
+61
+64% +$25K 0.04% 790
2025
Q1
$32K Sell
95
-13
-12% -$4.38K 0.02% 1015
2024
Q4
$45K Sell
108
-45
-29% -$18.8K 0.03% 896
2024
Q3
$66K Buy
153
+2
+1% +$863 0.04% 742
2024
Q2
$55K Hold
151
0.04% 810
2024
Q1
$63K Sell
151
-481
-76% -$201K 0.04% 788
2023
Q4
$208K Buy
632
+498
+372% +$164K 0.14% 126
2023
Q3
$42K Sell
134
-205
-60% -$64.3K 0.03% 840
2023
Q2
$112K Sell
339
-39
-10% -$12.9K 0.09% 369
2023
Q1
$92K Buy
378
+67
+22% +$16.3K 0.08% 427
2022
Q4
$73K Sell
311
-139
-31% -$32.6K 0.06% 563
2022
Q3
$101K Sell
450
-68
-13% -$15.3K 0.09% 344
2022
Q2
$93K Sell
518
-4
-0.8% -$718 0.07% 457
2022
Q1
$96K Buy
522
+302
+137% +$55.5K 0.06% 524
2021
Q4
$46K Buy
+220
New +$46K 0.06% 593