Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
2,621
-183
-7% -$16.7K 0.14% 119
2025
Q1
$214K Buy
2,804
+1,050
+60% +$80.1K 0.14% 134
2024
Q4
$115K Sell
1,754
-43
-2% -$2.82K 0.07% 441
2024
Q3
$98K Sell
1,797
-246
-12% -$13.4K 0.06% 526
2024
Q2
$103K Sell
2,043
-581
-22% -$29.3K 0.07% 469
2024
Q1
$123K Sell
2,624
-288
-10% -$13.5K 0.08% 392
2023
Q4
$143K Sell
2,912
-1,532
-34% -$75.2K 0.1% 277
2023
Q3
$191K Buy
4,444
+1,004
+29% +$43.2K 0.14% 123
2023
Q2
$127K Sell
3,440
-475
-12% -$17.5K 0.1% 304
2023
Q1
$180K Buy
3,915
+3,834
+4,733% +$176K 0.16% 136
2022
Q4
$4K Hold
81
﹤0.01% 1644
2022
Q3
$3K Buy
81
+72
+800% +$2.67K ﹤0.01% 1646
2022
Q2
$0 Sell
9
-113
-93% ﹤0.01% 2337
2022
Q1
$4K Buy
122
+32
+36% +$1.05K ﹤0.01% 1549
2021
Q4
$2K Buy
+90
New +$2K ﹤0.01% 1578