Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88K Buy
18,687
+3,261
+21% +$15.4K 0.05% 624
2025
Q1
$80K Buy
15,426
+1,323
+9% +$6.86K 0.05% 618
2024
Q4
$98K Buy
14,103
+1,447
+11% +$10.1K 0.06% 543
2024
Q3
$100K Sell
12,656
-489
-4% -$3.86K 0.06% 519
2024
Q2
$103K Buy
13,145
+36
+0.3% +$282 0.07% 468
2024
Q1
$92K Buy
13,109
+5,613
+75% +$39.4K 0.06% 595
2023
Q4
$65K Sell
7,496
-1,478
-16% -$12.8K 0.04% 737
2023
Q3
$86K Buy
8,974
+613
+7% +$5.88K 0.06% 507
2023
Q2
$97K Buy
8,361
+7,483
+852% +$86.8K 0.07% 461
2023
Q1
$10K Buy
878
+20
+2% +$228 0.01% 1325
2022
Q4
$7K Buy
858
+353
+70% +$2.88K 0.01% 1484
2022
Q3
$5K Sell
505
-1
-0.2% -$10 ﹤0.01% 1503
2022
Q2
$7K Sell
506
-2
-0.4% -$28 0.01% 1316
2022
Q1
$10K Buy
508
+222
+78% +$4.37K 0.01% 1313
2021
Q4
$5K Buy
+286
New +$5K 0.01% 1331