Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9K Buy
70
+13
+23% +$1.67K 0.01% 1648
2025
Q1
$7K Sell
57
-68
-54% -$8.35K ﹤0.01% 1674
2024
Q4
$18K Buy
125
+27
+28% +$3.89K 0.01% 1252
2024
Q3
$15K Buy
98
+26
+36% +$3.98K 0.01% 1329
2024
Q2
$9K Sell
72
-295
-80% -$36.9K 0.01% 1630
2024
Q1
$68K Sell
367
-5
-1% -$926 0.04% 753
2023
Q4
$67K Sell
372
-318
-46% -$57.3K 0.05% 722
2023
Q3
$110K Sell
690
-145
-17% -$23.1K 0.08% 359
2023
Q2
$118K Buy
835
+139
+20% +$19.6K 0.09% 343
2023
Q1
$117K Buy
696
+16
+2% +$2.69K 0.1% 296
2022
Q4
$115K Buy
680
+47
+7% +$7.95K 0.09% 328
2022
Q3
$118K Buy
633
+53
+9% +$9.88K 0.1% 273
2022
Q2
$94K Buy
580
+96
+20% +$15.6K 0.07% 454
2022
Q1
$91K Buy
484
+179
+59% +$33.7K 0.06% 564
2021
Q4
$81K Buy
+305
New +$81K 0.11% 265