Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
505
+46
+10% +$11.9K 0.08% 395
2025
Q1
$103K Buy
459
+59
+15% +$13.2K 0.07% 473
2024
Q4
$92K Sell
400
-51
-11% -$11.7K 0.06% 580
2024
Q3
$111K Sell
451
-37
-8% -$9.11K 0.07% 467
2024
Q2
$93K Sell
488
-65
-12% -$12.4K 0.06% 536
2024
Q1
$110K Sell
553
-96
-15% -$19.1K 0.07% 478
2023
Q4
$112K Buy
649
+240
+59% +$41.4K 0.08% 423
2023
Q3
$61K Sell
409
-33
-7% -$4.92K 0.05% 678
2023
Q2
$97K Buy
442
+76
+21% +$16.7K 0.07% 462
2023
Q1
$80K Buy
366
+27
+8% +$5.9K 0.07% 509
2022
Q4
$71K Buy
339
+49
+17% +$10.3K 0.06% 583
2022
Q3
$63K Buy
290
+210
+263% +$45.6K 0.06% 603
2022
Q2
$17K Sell
80
-3
-4% -$638 0.01% 1013
2022
Q1
$20K Sell
83
-76
-48% -$18.3K 0.01% 1059
2021
Q4
$41K Buy
+159
New +$41K 0.06% 656