Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47K Sell
405
-279
-41% -$32.4K 0.03% 908
2025
Q1
$80K Sell
684
-281
-29% -$32.9K 0.05% 617
2024
Q4
$106K Buy
965
+166
+21% +$18.2K 0.07% 491
2024
Q3
$82K Buy
799
+158
+25% +$16.2K 0.05% 637
2024
Q2
$60K Sell
641
-630
-50% -$59K 0.04% 775
2024
Q1
$118K Buy
1,271
+1,086
+587% +$101K 0.07% 425
2023
Q4
$18K Sell
185
-337
-65% -$32.8K 0.01% 1229
2023
Q3
$49K Sell
522
-131
-20% -$12.3K 0.04% 782
2023
Q2
$67K Sell
653
-224
-26% -$23K 0.05% 652
2023
Q1
$95K Sell
877
-59
-6% -$6.39K 0.08% 399
2022
Q4
$101K Sell
936
-228
-20% -$24.6K 0.08% 382
2022
Q3
$115K Buy
1,164
+469
+67% +$46.3K 0.1% 287
2022
Q2
$74K Sell
695
-267
-28% -$28.4K 0.06% 563
2022
Q1
$111K Buy
962
+396
+70% +$45.7K 0.07% 431
2021
Q4
$64K Buy
+566
New +$64K 0.09% 389