Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65K Sell
943
-473
-33% -$32.6K 0.04% 783
2025
Q1
$94K Sell
1,416
-155
-10% -$10.3K 0.06% 531
2024
Q4
$118K Buy
1,571
+206
+15% +$15.5K 0.07% 421
2024
Q3
$84K Buy
1,365
+148
+12% +$9.11K 0.05% 630
2024
Q2
$81K Sell
1,217
-107
-8% -$7.12K 0.05% 625
2024
Q1
$109K Buy
1,324
+300
+29% +$24.7K 0.07% 488
2023
Q4
$71K Sell
1,024
-108
-10% -$7.49K 0.05% 693
2023
Q3
$74K Sell
1,132
-3
-0.3% -$196 0.06% 586
2023
Q2
$74K Buy
1,135
+990
+683% +$64.5K 0.06% 603
2023
Q1
$9K Sell
145
-9
-6% -$559 0.01% 1374
2022
Q4
$7K Hold
154
0.01% 1482
2022
Q3
$8K Sell
154
-4
-3% -$208 0.01% 1355
2022
Q2
$7K Buy
158
+1
+0.6% +$44 0.01% 1315
2022
Q1
$9K Buy
157
+76
+94% +$4.36K 0.01% 1353
2021
Q4
$6K Buy
+81
New +$6K 0.01% 1247