Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
1,035
-72
-7% -$10.3K 0.09% 323
2025
Q1
$140K Sell
1,107
-216
-16% -$27.3K 0.09% 292
2024
Q4
$186K Buy
1,323
+146
+12% +$20.5K 0.12% 200
2024
Q3
$151K Buy
1,177
+194
+20% +$24.9K 0.09% 299
2024
Q2
$140K Buy
983
+702
+250% +$100K 0.09% 308
2024
Q1
$47K Sell
281
-554
-66% -$92.7K 0.03% 906
2023
Q4
$164K Sell
835
-130
-13% -$25.5K 0.11% 218
2023
Q3
$147K Sell
965
-181
-16% -$27.6K 0.11% 227
2023
Q2
$148K Buy
1,146
+38
+3% +$4.91K 0.11% 241
2023
Q1
$144K Buy
1,108
+315
+40% +$40.9K 0.13% 210
2022
Q4
$89K Sell
793
-11
-1% -$1.24K 0.07% 450
2022
Q3
$112K Buy
804
+704
+704% +$98.1K 0.1% 301
2022
Q2
$13K Sell
100
-2
-2% -$260 0.01% 1115
2022
Q1
$15K Buy
102
+41
+67% +$6.03K 0.01% 1152
2021
Q4
$8K Buy
+61
New +$8K 0.01% 1113