Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22K Sell
985
-121
-11% -$2.7K 0.01% 1224
2025
Q1
$25K Sell
1,106
-5,762
-84% -$130K 0.02% 1120
2024
Q4
$118K Buy
6,868
+2,814
+69% +$48.3K 0.07% 422
2024
Q3
$68K Buy
4,054
+592
+17% +$9.93K 0.04% 729
2024
Q2
$99K Buy
3,462
+2,923
+542% +$83.6K 0.06% 489
2024
Q1
$21K Buy
539
+282
+110% +$11K 0.01% 1203
2023
Q4
$10K Hold
257
0.01% 1580
2023
Q3
$9K Sell
257
-1
-0.4% -$35 0.01% 1494
2023
Q2
$10K Sell
258
-2
-0.8% -$78 0.01% 1446
2023
Q1
$8K Hold
260
0.01% 1430
2022
Q4
$8K Buy
+260
New +$8K 0.01% 1429
2022
Q3
Sell
-262
Closed -$8K 2432
2022
Q2
$8K Sell
262
-93
-26% -$2.84K 0.01% 1283
2022
Q1
$18K Buy
355
+55
+18% +$2.79K 0.01% 1092
2021
Q4
$15K Buy
+300
New +$15K 0.02% 917