Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Sell
333
-654
-66% -$55K 0.02% 1122
2025
Q1
$93K Buy
987
+20
+2% +$1.88K 0.06% 536
2024
Q4
$106K Buy
967
+118
+14% +$12.9K 0.07% 492
2024
Q3
$96K Buy
849
+68
+9% +$7.69K 0.06% 537
2024
Q2
$97K Buy
781
+693
+788% +$86.1K 0.06% 501
2024
Q1
$12K Sell
88
-461
-84% -$62.9K 0.01% 1451
2023
Q4
$68K Sell
549
-2
-0.4% -$248 0.05% 712
2023
Q3
$56K Buy
551
+88
+19% +$8.94K 0.04% 713
2023
Q2
$47K Buy
463
+5
+1% +$508 0.04% 800
2023
Q1
$47K Buy
458
+76
+20% +$7.8K 0.04% 733
2022
Q4
$39K Sell
382
-153
-29% -$15.6K 0.03% 821
2022
Q3
$46K Buy
535
+530
+10,600% +$45.6K 0.04% 726
2022
Q2
$1K Sell
5
-3
-38% -$600 ﹤0.01% 1730
2022
Q1
$1K Sell
8
-2
-20% -$250 ﹤0.01% 1841
2021
Q4
$1K Buy
+10
New +$1K ﹤0.01% 1790