Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Sell
204
-95
-32% -$7.92K 0.01% 1317
2025
Q1
$22K Buy
299
+68
+29% +$5K 0.01% 1176
2024
Q4
$17K Buy
231
+136
+143% +$10K 0.01% 1279
2024
Q3
$10K Hold
95
0.01% 1573
2024
Q2
$11K Buy
95
+2
+2% +$232 0.01% 1484
2024
Q1
$11K Buy
93
+8
+9% +$946 0.01% 1528
2023
Q4
$10K Buy
85
+3
+4% +$353 0.01% 1587
2023
Q3
$8K Sell
82
-4
-5% -$390 0.01% 1566
2023
Q2
$9K Sell
86
-445
-84% -$46.6K 0.01% 1524
2023
Q1
$54K Sell
531
-133
-20% -$13.5K 0.05% 679
2022
Q4
$60K Sell
664
-124
-16% -$11.2K 0.05% 654
2022
Q3
$63K Sell
788
-674
-46% -$53.9K 0.06% 602
2022
Q2
$138K Buy
1,462
+306
+26% +$28.9K 0.11% 231
2022
Q1
$144K Buy
1,156
+614
+113% +$76.5K 0.1% 292
2021
Q4
$85K Buy
+542
New +$85K 0.12% 234