Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Sell
1,115
-293
-21% -$4.99K 0.01% 1267
2025
Q1
$23K Buy
1,408
+226
+19% +$3.69K 0.02% 1155
2024
Q4
$20K Buy
1,182
+78
+7% +$1.32K 0.01% 1185
2024
Q3
$18K Sell
1,104
-1,919
-63% -$31.3K 0.01% 1249
2024
Q2
$43K Sell
3,023
-1,953
-39% -$27.8K 0.03% 924
2024
Q1
$79K Sell
4,976
-8,305
-63% -$132K 0.05% 672
2023
Q4
$191K Sell
13,281
-3,151
-19% -$45.3K 0.13% 168
2023
Q3
$177K Buy
16,432
+5,725
+53% +$61.7K 0.13% 148
2023
Q2
$99K Buy
10,707
+8,601
+408% +$79.5K 0.08% 445
2023
Q1
$26K Sell
2,106
-5,359
-72% -$66.2K 0.02% 920
2022
Q4
$130K Buy
7,465
+303
+4% +$5.28K 0.11% 275
2022
Q3
$115K Buy
7,162
+1,641
+30% +$26.3K 0.1% 288
2022
Q2
$95K Buy
5,521
+1,646
+42% +$28.3K 0.08% 443
2022
Q1
$87K Buy
3,875
+1,004
+35% +$22.5K 0.06% 593
2021
Q4
$66K Buy
+2,871
New +$66K 0.09% 367