Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80K Buy
1,671
+930
+126% +$44.5K 0.05% 675
2025
Q1
$32K Buy
741
+353
+91% +$15.2K 0.02% 1016
2024
Q4
$20K Sell
388
-1,207
-76% -$62.2K 0.01% 1189
2024
Q3
$80K Sell
1,595
-303
-16% -$15.2K 0.05% 653
2024
Q2
$72K Buy
1,898
+1
+0.1% +$38 0.05% 688
2024
Q1
$79K Sell
1,897
-536
-22% -$22.3K 0.05% 673
2023
Q4
$85K Buy
2,433
+875
+56% +$30.6K 0.06% 593
2023
Q3
$48K Sell
1,558
-567
-27% -$17.5K 0.04% 788
2023
Q2
$68K Buy
2,125
+365
+21% +$11.7K 0.05% 644
2023
Q1
$58K Sell
1,760
-7
-0.4% -$231 0.05% 652
2022
Q4
$61K Sell
1,767
-278
-14% -$9.6K 0.05% 644
2022
Q3
$65K Buy
2,045
+2,037
+25,463% +$64.7K 0.06% 587
2022
Q2
$0 Hold
8
﹤0.01% 2143
2022
Q1
$0 Buy
8
+2
+33% ﹤0.01% 2297
2021
Q4
$0 Buy
+6
New ﹤0.01% 2242