Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93K Buy
435
+49
+13% +$10.5K 0.05% 601
2025
Q1
$78K Buy
386
+109
+39% +$22K 0.05% 630
2024
Q4
$58K Buy
277
+5
+2% +$1.05K 0.04% 795
2024
Q3
$72K Buy
272
+43
+19% +$11.4K 0.05% 708
2024
Q2
$53K Buy
229
+63
+38% +$14.6K 0.03% 827
2024
Q1
$46K Sell
166
-142
-46% -$39.3K 0.03% 919
2023
Q4
$81K Buy
308
+175
+132% +$46K 0.06% 622
2023
Q3
$30K Sell
133
-1
-0.7% -$226 0.02% 982
2023
Q2
$33K Sell
134
-113
-46% -$27.8K 0.03% 947
2023
Q1
$55K Buy
247
+82
+50% +$18.3K 0.05% 674
2022
Q4
$39K Sell
165
-91
-36% -$21.5K 0.03% 822
2022
Q3
$54K Sell
256
-429
-63% -$90.5K 0.05% 668
2022
Q2
$139K Buy
685
+271
+65% +$55K 0.11% 226
2022
Q1
$94K Buy
414
+259
+167% +$58.8K 0.06% 541
2021
Q4
$40K Buy
+155
New +$40K 0.06% 663