Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46K Buy
710
+361
+103% +$23.4K 0.03% 919
2025
Q1
$25K Buy
349
+132
+61% +$9.46K 0.02% 1116
2024
Q4
$16K Sell
217
-456
-68% -$33.6K 0.01% 1295
2024
Q3
$57K Buy
673
+312
+86% +$26.4K 0.04% 825
2024
Q2
$24K Sell
361
-124
-26% -$8.24K 0.02% 1138
2024
Q1
$38K Sell
485
-645
-57% -$50.5K 0.02% 984
2023
Q4
$76K Buy
1,130
+232
+26% +$15.6K 0.05% 658
2023
Q3
$48K Sell
898
-298
-25% -$15.9K 0.04% 789
2023
Q2
$69K Buy
1,196
+17
+1% +$981 0.05% 641
2023
Q1
$59K Sell
1,179
-143
-11% -$7.16K 0.05% 645
2022
Q4
$62K Buy
1,322
+388
+42% +$18.2K 0.05% 633
2022
Q3
$44K Buy
934
+729
+356% +$34.3K 0.04% 739
2022
Q2
$10K Hold
205
0.01% 1210
2022
Q1
$10K Buy
205
+90
+78% +$4.39K 0.01% 1310
2021
Q4
$8K Buy
+115
New +$8K 0.01% 1105