Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22K Sell
132
-11
-8% -$1.83K 0.01% 1221
2025
Q1
$22K Buy
143
+18
+14% +$2.77K 0.01% 1170
2024
Q4
$20K Buy
125
+4
+3% +$640 0.01% 1186
2024
Q3
$19K Sell
121
-182
-60% -$28.6K 0.01% 1229
2024
Q2
$41K Sell
303
-120
-28% -$16.2K 0.03% 940
2024
Q1
$66K Sell
423
-81
-16% -$12.6K 0.04% 760
2023
Q4
$80K Buy
504
+56
+13% +$8.89K 0.05% 632
2023
Q3
$59K Sell
448
-23
-5% -$3.03K 0.04% 687
2023
Q2
$79K Sell
471
-67
-12% -$11.2K 0.06% 574
2023
Q1
$87K Buy
538
+12
+2% +$1.94K 0.08% 449
2022
Q4
$90K Sell
526
-65
-11% -$11.1K 0.07% 441
2022
Q3
$93K Sell
591
-581
-50% -$91.4K 0.08% 392
2022
Q2
$162K Buy
1,172
+121
+12% +$16.7K 0.13% 167
2022
Q1
$166K Buy
1,051
+560
+114% +$88.4K 0.11% 220
2021
Q4
$101K Buy
+491
New +$101K 0.14% 154