Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22K Sell
1,126
-901
-44% -$17.6K 0.01% 1222
2025
Q1
$35K Sell
2,027
-406
-17% -$7.01K 0.02% 973
2024
Q4
$47K Sell
2,433
-3,926
-62% -$75.8K 0.03% 879
2024
Q3
$125K Buy
6,359
+1,621
+34% +$31.9K 0.08% 393
2024
Q2
$79K Buy
4,738
+1,326
+39% +$22.1K 0.05% 637
2024
Q1
$73K Sell
3,412
-46
-1% -$984 0.05% 721
2023
Q4
$83K Buy
3,458
+996
+40% +$23.9K 0.06% 608
2023
Q3
$69K Buy
2,462
+624
+34% +$17.5K 0.05% 620
2023
Q2
$62K Sell
1,838
-455
-20% -$15.3K 0.05% 685
2023
Q1
$94K Buy
2,293
+430
+23% +$17.6K 0.08% 410
2022
Q4
$63K Buy
1,863
+209
+13% +$7.07K 0.05% 627
2022
Q3
$54K Buy
1,654
+610
+58% +$19.9K 0.05% 669
2022
Q2
$40K Sell
1,044
-229
-18% -$8.77K 0.03% 801
2022
Q1
$62K Buy
1,273
+330
+35% +$16.1K 0.04% 724
2021
Q4
$43K Buy
+943
New +$43K 0.06% 630