Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Buy
343
+63
+23% +$4.22K 0.01% 1203
2025
Q1
$17K Sell
280
-527
-65% -$32K 0.01% 1247
2024
Q4
$56K Sell
807
-3,186
-80% -$221K 0.04% 812
2024
Q3
$264K Sell
3,993
-595
-13% -$39.3K 0.17% 85
2024
Q2
$278K Buy
4,588
+199
+5% +$12.1K 0.18% 72
2024
Q1
$250K Buy
4,389
+2,611
+147% +$149K 0.16% 90
2023
Q4
$112K Buy
1,778
+172
+11% +$10.8K 0.08% 418
2023
Q3
$93K Buy
1,606
+359
+29% +$20.8K 0.07% 458
2023
Q2
$78K Sell
1,247
-1,099
-47% -$68.7K 0.06% 580
2023
Q1
$170K Sell
2,346
-671
-22% -$48.6K 0.15% 158
2022
Q4
$242K Buy
3,017
+547
+22% +$43.9K 0.2% 71
2022
Q3
$165K Buy
2,470
+1,448
+142% +$96.7K 0.15% 126
2022
Q2
$78K Sell
1,022
-1,831
-64% -$140K 0.06% 538
2022
Q1
$227K Buy
2,853
+1,728
+154% +$137K 0.15% 109
2021
Q4
$83K Buy
+1,125
New +$83K 0.12% 252