Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43K Buy
442
+32
+8% +$3.11K 0.03% 952
2025
Q1
$43K Buy
410
+96
+31% +$10.1K 0.03% 905
2024
Q4
$35K Sell
314
-119
-27% -$13.3K 0.02% 985
2024
Q3
$55K Sell
433
-92
-18% -$11.7K 0.03% 841
2024
Q2
$55K Buy
525
+48
+10% +$5.03K 0.04% 812
2024
Q1
$50K Buy
477
+171
+56% +$17.9K 0.03% 882
2023
Q4
$33K Sell
306
-66
-18% -$7.12K 0.02% 1012
2023
Q3
$41K Buy
372
+164
+79% +$18.1K 0.03% 854
2023
Q2
$25K Sell
208
-248
-54% -$29.8K 0.02% 1039
2023
Q1
$61K Sell
456
-37
-8% -$4.95K 0.05% 631
2022
Q4
$69K Buy
493
+32
+7% +$4.48K 0.06% 595
2022
Q3
$55K Buy
461
+282
+158% +$33.6K 0.05% 659
2022
Q2
$26K Sell
179
-180
-50% -$26.1K 0.02% 924
2022
Q1
$63K Buy
359
+72
+25% +$12.6K 0.04% 719
2021
Q4
$58K Buy
+287
New +$58K 0.08% 456