Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78K Sell
2,061
-213
-9% -$8.06K 0.05% 693
2025
Q1
$97K Sell
2,274
-393
-15% -$16.8K 0.06% 513
2024
Q4
$108K Buy
2,667
+832
+45% +$33.7K 0.07% 484
2024
Q3
$70K Buy
1,835
+560
+44% +$21.4K 0.04% 719
2024
Q2
$60K Sell
1,275
-284
-18% -$13.4K 0.04% 777
2024
Q1
$81K Buy
1,559
+293
+23% +$15.2K 0.05% 658
2023
Q4
$55K Sell
1,266
-963
-43% -$41.8K 0.04% 812
2023
Q3
$106K Buy
2,229
+1,687
+311% +$80.2K 0.08% 381
2023
Q2
$21K Buy
542
+133
+33% +$5.15K 0.02% 1120
2023
Q1
$15K Buy
409
+1
+0.2% +$37 0.01% 1115
2022
Q4
$20K Sell
408
-13
-3% -$637 0.02% 1033
2022
Q3
$19K Buy
421
+416
+8,320% +$18.8K 0.02% 1012
2022
Q2
$0 Hold
5
﹤0.01% 2226
2022
Q1
$0 Buy
+5
New ﹤0.01% 2364