Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29K Sell
461
-1,701
-79% -$107K 0.02% 1113
2025
Q1
$112K Sell
2,162
-1,084
-33% -$56.2K 0.07% 409
2024
Q4
$172K Buy
3,246
+833
+35% +$44.1K 0.11% 242
2024
Q3
$102K Sell
2,413
-304
-11% -$12.9K 0.06% 504
2024
Q2
$160K Sell
2,717
-272
-9% -$16K 0.1% 242
2024
Q1
$185K Buy
2,989
+757
+34% +$46.9K 0.12% 191
2023
Q4
$152K Buy
2,232
+777
+53% +$52.9K 0.1% 256
2023
Q3
$81K Buy
1,455
+489
+51% +$27.2K 0.06% 547
2023
Q2
$62K Buy
966
+662
+218% +$42.5K 0.05% 687
2023
Q1
$16K Sell
304
-1
-0.3% -$53 0.01% 1094
2022
Q4
$11K Buy
305
+296
+3,289% +$10.7K 0.01% 1290
2022
Q3
$0 Sell
9
-10
-53% ﹤0.01% 2490
2022
Q2
$0 Buy
19
+1
+6% ﹤0.01% 2288
2022
Q1
$1K Sell
18
-4
-18% -$222 ﹤0.01% 1920
2021
Q4
$1K Buy
+22
New +$1K ﹤0.01% 1905