Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38K Buy
371
+209
+129% +$21.4K 0.02% 1006
2025
Q1
$14K Sell
162
-82
-34% -$7.09K 0.01% 1317
2024
Q4
$25K Sell
244
-429
-64% -$44K 0.02% 1113
2024
Q3
$66K Sell
673
-75
-10% -$7.36K 0.04% 744
2024
Q2
$57K Buy
748
+3
+0.4% +$229 0.04% 796
2024
Q1
$64K Buy
745
+103
+16% +$8.85K 0.04% 780
2023
Q4
$47K Sell
642
-11
-2% -$805 0.03% 883
2023
Q3
$42K Sell
653
-350
-35% -$22.5K 0.03% 845
2023
Q2
$65K Buy
1,003
+836
+501% +$54.2K 0.05% 667
2023
Q1
$9K Sell
167
-1
-0.6% -$54 0.01% 1375
2022
Q4
$8K Sell
168
-1,140
-87% -$54.3K 0.01% 1430
2022
Q3
$53K Buy
+1,308
New +$53K 0.05% 677
2022
Q2
Sell
-1
Closed 2252
2022
Q1
$0 Hold
1
﹤0.01% 2389
2021
Q4
$0 Buy
+1
New ﹤0.01% 2302