Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35K Sell
323
-55
-15% -$5.96K 0.02% 1042
2025
Q1
$33K Buy
378
+79
+26% +$6.9K 0.02% 1000
2024
Q4
$35K Sell
299
-2
-0.7% -$234 0.02% 984
2024
Q3
$38K Sell
301
-59
-16% -$7.45K 0.02% 969
2024
Q2
$46K Sell
360
-365
-50% -$46.6K 0.03% 896
2024
Q1
$76K Sell
725
-9
-1% -$943 0.05% 701
2023
Q4
$65K Buy
734
+2
+0.3% +$177 0.04% 735
2023
Q3
$56K Sell
732
-501
-41% -$38.3K 0.04% 715
2023
Q2
$94K Sell
1,233
-714
-37% -$54.4K 0.07% 482
2023
Q1
$124K Buy
1,947
+375
+24% +$23.9K 0.11% 270
2022
Q4
$94K Sell
1,572
-236
-13% -$14.1K 0.08% 418
2022
Q3
$112K Sell
1,808
-319
-15% -$19.8K 0.1% 299
2022
Q2
$139K Buy
2,127
+191
+10% +$12.5K 0.11% 227
2022
Q1
$161K Buy
1,936
+940
+94% +$78.2K 0.11% 241
2021
Q4
$92K Buy
+996
New +$92K 0.13% 203