Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Sell
82
-82
-50% -$17K 0.01% 1313
2025
Q1
$29K Sell
164
-26
-14% -$4.6K 0.02% 1057
2024
Q4
$44K Sell
190
-148
-44% -$34.3K 0.03% 907
2024
Q3
$91K Buy
338
+82
+32% +$22.1K 0.06% 579
2024
Q2
$64K Buy
256
+45
+21% +$11.3K 0.04% 743
2024
Q1
$76K Sell
211
-258
-55% -$92.9K 0.05% 698
2023
Q4
$192K Buy
469
+410
+695% +$168K 0.13% 159
2023
Q3
$21K Buy
59
+17
+40% +$6.05K 0.02% 1097
2023
Q2
$18K Sell
42
-1
-2% -$429 0.01% 1181
2023
Q1
$10K Sell
43
-48
-53% -$11.2K 0.01% 1317
2022
Q4
$18K Hold
91
0.01% 1069
2022
Q3
$18K Hold
91
0.02% 1026
2022
Q2
$24K Sell
91
-3
-3% -$791 0.02% 935
2022
Q1
$42K Buy
94
+13
+16% +$5.81K 0.03% 850
2021
Q4
$43K Buy
+81
New +$43K 0.06% 629