Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Sell
470
-2,429
-84% -$93K 0.01% 1288
2025
Q1
$110K Buy
2,899
+758
+35% +$28.8K 0.07% 427
2024
Q4
$75K Sell
2,141
-3,227
-60% -$113K 0.05% 675
2024
Q3
$237K Hold
5,368
0.15% 125
2024
Q2
$206K Buy
5,368
+705
+15% +$27.1K 0.13% 152
2024
Q1
$204K Buy
4,663
+1,498
+47% +$65.5K 0.13% 156
2023
Q4
$136K Buy
3,165
+551
+21% +$23.7K 0.09% 305
2023
Q3
$108K Buy
2,614
+349
+15% +$14.4K 0.08% 368
2023
Q2
$116K Sell
2,265
-2,617
-54% -$134K 0.09% 349
2023
Q1
$207K Sell
4,882
-3,340
-41% -$142K 0.18% 99
2022
Q4
$299K Buy
8,222
+5,780
+237% +$210K 0.24% 51
2022
Q3
$111K Sell
2,442
-95
-4% -$4.32K 0.1% 303
2022
Q2
$158K Sell
2,537
-340
-12% -$21.2K 0.13% 180
2022
Q1
$237K Buy
2,877
+2,382
+481% +$196K 0.16% 101
2021
Q4
$53K Buy
+495
New +$53K 0.07% 500