Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70K Buy
444
+105
+31% +$16.6K 0.04% 741
2025
Q1
$60K Buy
339
+98
+41% +$17.3K 0.04% 768
2024
Q4
$48K Sell
241
-5
-2% -$996 0.03% 867
2024
Q3
$59K Buy
246
+63
+34% +$15.1K 0.04% 808
2024
Q2
$39K Buy
183
+29
+19% +$6.18K 0.03% 959
2024
Q1
$39K Buy
154
+48
+45% +$12.2K 0.02% 971
2023
Q4
$25K Sell
106
-3
-3% -$708 0.02% 1108
2023
Q3
$22K Sell
109
-4
-4% -$807 0.02% 1078
2023
Q2
$25K Sell
113
-8
-7% -$1.77K 0.02% 1037
2023
Q1
$24K Sell
121
-5
-4% -$992 0.02% 941
2022
Q4
$26K Sell
126
-140
-53% -$28.9K 0.02% 956
2022
Q3
$48K Sell
266
-281
-51% -$50.7K 0.04% 713
2022
Q2
$119K Sell
547
-7
-1% -$1.52K 0.09% 308
2022
Q1
$128K Buy
554
+250
+82% +$57.8K 0.09% 353
2021
Q4
$86K Buy
+304
New +$86K 0.12% 231