Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70K Buy
138
+21
+18% +$10.7K 0.04% 743
2025
Q1
$54K Buy
117
+26
+29% +$12K 0.04% 815
2024
Q4
$43K Buy
91
+16
+21% +$7.56K 0.03% 912
2024
Q3
$36K Sell
75
-6
-7% -$2.88K 0.02% 989
2024
Q2
$34K Sell
81
-137
-63% -$57.5K 0.02% 1007
2024
Q1
$86K Buy
218
+136
+166% +$53.7K 0.05% 629
2023
Q4
$32K Buy
82
+1
+1% +$390 0.02% 1028
2023
Q3
$26K Sell
81
-1
-1% -$321 0.02% 1023
2023
Q2
$29K Hold
82
0.02% 989
2023
Q1
$25K Sell
82
-12
-13% -$3.66K 0.02% 930
2022
Q4
$26K Sell
94
-3
-3% -$830 0.02% 957
2022
Q3
$24K Sell
97
-326
-77% -$80.7K 0.02% 952
2022
Q2
$115K Buy
423
+18
+4% +$4.89K 0.09% 329
2022
Q1
$137K Buy
405
+226
+126% +$76.4K 0.09% 313
2021
Q4
$70K Buy
+179
New +$70K 0.1% 341