Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99K Buy
583
+114
+24% +$19.4K 0.06% 567
2025
Q1
$66K Sell
469
-62
-12% -$8.73K 0.04% 719
2024
Q4
$84K Buy
531
+159
+43% +$25.2K 0.05% 620
2024
Q3
$47K Buy
372
+95
+34% +$12K 0.03% 901
2024
Q2
$30K Sell
277
-85
-23% -$9.21K 0.02% 1055
2024
Q1
$33K Sell
362
-87
-19% -$7.93K 0.02% 1038
2023
Q4
$28K Buy
449
+212
+89% +$13.2K 0.02% 1071
2023
Q3
$11K Buy
237
+84
+55% +$3.9K 0.01% 1381
2023
Q2
$7K Sell
153
-8
-5% -$366 0.01% 1634
2023
Q1
$9K Buy
161
+2
+1% +$112 0.01% 1372
2022
Q4
$6K Sell
159
-1
-0.6% -$38 ﹤0.01% 1527
2022
Q3
$7K Buy
160
+147
+1,131% +$6.43K 0.01% 1406
2022
Q2
$0 Sell
13
-97
-88% ﹤0.01% 2205
2022
Q1
$4K Buy
110
+48
+77% +$1.75K ﹤0.01% 1539
2021
Q4
$6K Buy
+62
New +$6K 0.01% 1243