Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49K Sell
3,150
-28
-0.9% -$436 0.03% 894
2025
Q1
$37K Buy
3,178
+179
+6% +$2.08K 0.02% 953
2024
Q4
$38K Sell
2,999
-598
-17% -$7.58K 0.02% 953
2024
Q3
$46K Buy
3,597
+688
+24% +$8.8K 0.03% 908
2024
Q2
$41K Buy
2,909
+2,313
+388% +$32.6K 0.03% 941
2024
Q1
$12K Sell
596
-3
-0.5% -$60 0.01% 1453
2023
Q4
$9K Sell
599
-1
-0.2% -$15 0.01% 1643
2023
Q3
$6K Sell
600
-3
-0.5% -$30 ﹤0.01% 1681
2023
Q2
$6K Buy
603
+20
+3% +$199 ﹤0.01% 1677
2023
Q1
$5K Sell
583
-180
-24% -$1.54K ﹤0.01% 1567
2022
Q4
$8K Buy
763
+176
+30% +$1.85K 0.01% 1424
2022
Q3
$8K Buy
587
+319
+119% +$4.35K 0.01% 1348
2022
Q2
$4K Sell
268
-9
-3% -$134 ﹤0.01% 1464
2022
Q1
$11K Buy
277
+112
+68% +$4.45K 0.01% 1278
2021
Q4
$7K Buy
+165
New +$7K 0.01% 1155