Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8K Sell
277
-2,111
-88% -$61K ﹤0.01% 1677
2025
Q1
$66K Buy
2,388
+517
+28% +$14.3K 0.04% 718
2024
Q4
$63K Sell
1,871
-324
-15% -$10.9K 0.04% 765
2024
Q3
$69K Buy
2,195
+177
+9% +$5.56K 0.04% 725
2024
Q2
$63K Sell
2,018
-718
-26% -$22.4K 0.04% 749
2024
Q1
$102K Buy
2,736
+625
+30% +$23.3K 0.06% 528
2023
Q4
$71K Buy
2,111
+1,839
+676% +$61.9K 0.05% 692
2023
Q3
$9K Sell
272
-1
-0.4% -$33 0.01% 1487
2023
Q2
$8K Sell
273
-2
-0.7% -$59 0.01% 1584
2023
Q1
$7K Sell
275
-1
-0.4% -$25 0.01% 1474
2022
Q4
$7K Buy
276
+2
+0.7% +$51 0.01% 1477
2022
Q3
$9K Buy
274
+5
+2% +$164 0.01% 1314
2022
Q2
$8K Buy
+269
New +$8K 0.01% 1280
2022
Q1
Sell
-78
Closed -$4K 2332
2021
Q4
$4K Buy
+78
New +$4K 0.01% 1404