Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95K Buy
170
+1
+0.6% +$559 0.06% 582
2025
Q1
$97K Sell
169
-25
-13% -$14.3K 0.06% 511
2024
Q4
$135K Buy
194
+77
+66% +$53.6K 0.08% 337
2024
Q3
$62K Sell
117
-30
-20% -$15.9K 0.04% 785
2024
Q2
$87K Sell
147
-15
-9% -$8.88K 0.06% 582
2024
Q1
$101K Sell
162
-276
-63% -$172K 0.06% 531
2023
Q4
$255K Buy
438
+409
+1,410% +$238K 0.17% 70
2023
Q3
$14K Sell
29
-10
-26% -$4.83K 0.01% 1266
2023
Q2
$21K Sell
39
-1
-3% -$538 0.02% 1118
2023
Q1
$18K Sell
40
-8
-17% -$3.6K 0.02% 1033
2022
Q4
$14K Sell
48
-1
-2% -$292 0.01% 1166
2022
Q3
$13K Buy
49
+14
+40% +$3.71K 0.01% 1154
2022
Q2
$11K Buy
35
+1
+3% +$314 0.01% 1168
2022
Q1
$17K Sell
34
-43
-56% -$21.5K 0.01% 1104
2021
Q4
$51K Buy
+77
New +$51K 0.07% 525