Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Sell
328
-2,588
-89% -$150K 0.01% 1273
2025
Q1
$158K Buy
2,916
+2,592
+800% +$140K 0.11% 235
2024
Q4
$15K Buy
324
+1
+0.3% +$46 0.01% 1324
2024
Q3
$16K Buy
323
+1
+0.3% +$50 0.01% 1303
2024
Q2
$16K Buy
322
+1
+0.3% +$50 0.01% 1292
2024
Q1
$15K Sell
321
-2,720
-89% -$127K 0.01% 1322
2023
Q4
$133K Buy
3,041
+718
+31% +$31.4K 0.09% 317
2023
Q3
$87K Buy
2,323
+2,002
+624% +$75K 0.07% 498
2023
Q2
$14K Sell
321
-1,846
-85% -$80.5K 0.01% 1291
2023
Q1
$81K Buy
2,167
+510
+31% +$19.1K 0.07% 497
2022
Q4
$61K Sell
1,657
-338
-17% -$12.4K 0.05% 646
2022
Q3
$69K Sell
1,995
-1,147
-37% -$39.7K 0.06% 564
2022
Q2
$110K Sell
3,142
-388
-11% -$13.6K 0.09% 359
2022
Q1
$124K Buy
3,530
+2,886
+448% +$101K 0.08% 378
2021
Q4
$22K Buy
+644
New +$22K 0.03% 838