Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Sell
1,431
-3,094
-68% -$60.5K 0.02% 1123
2025
Q1
$88K Buy
4,525
+3,515
+348% +$68.4K 0.06% 563
2024
Q4
$18K Sell
1,010
-30
-3% -$535 0.01% 1249
2024
Q3
$20K Buy
1,040
+47
+5% +$904 0.01% 1212
2024
Q2
$16K Buy
993
+554
+126% +$8.93K 0.01% 1288
2024
Q1
$9K Sell
439
-1
-0.2% -$21 0.01% 1652
2023
Q4
$8K Buy
440
+2
+0.5% +$36 0.01% 1687
2023
Q3
$10K Hold
438
0.01% 1434
2023
Q2
$9K Sell
438
-3
-0.7% -$62 0.01% 1512
2023
Q1
$8K Sell
441
-785
-64% -$14.2K 0.01% 1423
2022
Q4
$22K Buy
1,226
+210
+21% +$3.77K 0.02% 1001
2022
Q3
$19K Buy
1,016
+381
+60% +$7.13K 0.02% 1008
2022
Q2
$14K Sell
635
-318
-33% -$7.01K 0.01% 1082
2022
Q1
$21K Sell
953
-1,436
-60% -$31.6K 0.01% 1044
2021
Q4
$52K Buy
+2,389
New +$52K 0.07% 512