Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63K Buy
709
+371
+110% +$33K 0.04% 795
2025
Q1
$26K Buy
338
+5
+2% +$385 0.02% 1107
2024
Q4
$26K Buy
333
+43
+15% +$3.36K 0.02% 1095
2024
Q3
$21K Hold
290
0.01% 1190
2024
Q2
$18K Hold
290
0.01% 1237
2024
Q1
$18K Sell
290
-5
-2% -$310 0.01% 1251
2023
Q4
$17K Buy
295
+5
+2% +$288 0.01% 1256
2023
Q3
$14K Sell
290
-17
-6% -$821 0.01% 1269
2023
Q2
$15K Buy
307
+2
+0.7% +$98 0.01% 1261
2023
Q1
$17K Sell
305
-8
-3% -$446 0.01% 1062
2022
Q4
$19K Sell
313
-12
-4% -$728 0.02% 1049
2022
Q3
$18K Sell
325
-1,583
-83% -$87.7K 0.02% 1027
2022
Q2
$97K Sell
1,908
-327
-15% -$16.6K 0.08% 431
2022
Q1
$133K Buy
2,235
+1,272
+132% +$75.7K 0.09% 328
2021
Q4
$67K Buy
+963
New +$67K 0.09% 357