Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Sell
45
-5
-10% -$2K 0.01% 1289
2025
Q1
$21K Hold
50
0.01% 1187
2024
Q4
$24K Sell
50
-8
-14% -$3.84K 0.02% 1130
2024
Q3
$30K Sell
58
-1
-2% -$517 0.02% 1063
2024
Q2
$27K Buy
59
+2
+4% +$915 0.02% 1079
2024
Q1
$28K Buy
57
+8
+16% +$3.93K 0.02% 1090
2023
Q4
$22K Sell
49
-68
-58% -$30.5K 0.02% 1164
2023
Q3
$40K Buy
117
+12
+11% +$4.1K 0.03% 865
2023
Q2
$37K Buy
105
+10
+11% +$3.52K 0.03% 900
2023
Q1
$31K Buy
95
+16
+20% +$5.22K 0.03% 874
2022
Q4
$27K Sell
79
-70
-47% -$23.9K 0.02% 946
2022
Q3
$41K Sell
149
-18
-11% -$4.95K 0.04% 773
2022
Q2
$40K Sell
167
-75
-31% -$18K 0.03% 800
2022
Q1
$72K Buy
242
+123
+103% +$36.6K 0.05% 680
2021
Q4
$40K Buy
+119
New +$40K 0.06% 662