Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36K Buy
453
+1
+0.2% +$79 0.02% 1031
2025
Q1
$36K Sell
452
-2
-0.4% -$159 0.02% 958
2024
Q4
$37K Buy
454
+66
+17% +$5.38K 0.02% 965
2024
Q3
$32K Buy
388
+62
+19% +$5.11K 0.02% 1040
2024
Q2
$23K Sell
326
-31
-9% -$2.19K 0.01% 1156
2024
Q1
$27K Sell
357
-18
-5% -$1.36K 0.02% 1107
2023
Q4
$25K Sell
375
-15
-4% -$1K 0.02% 1111
2023
Q3
$25K Buy
390
+2
+0.5% +$128 0.02% 1037
2023
Q2
$22K Sell
388
-1
-0.3% -$57 0.02% 1096
2023
Q1
$23K Sell
389
-379
-49% -$22.4K 0.02% 958
2022
Q4
$56K Sell
768
-2,062
-73% -$150K 0.05% 681
2022
Q3
$172K Buy
2,830
+840
+42% +$51.1K 0.15% 115
2022
Q2
$125K Sell
1,990
-137
-6% -$8.61K 0.1% 288
2022
Q1
$150K Buy
2,127
+918
+76% +$64.7K 0.1% 269
2021
Q4
$76K Buy
+1,209
New +$76K 0.11% 296