Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Sell
268
-15
-5% -$7.72K 0.08% 370
2025
Q1
$122K Sell
283
-51
-15% -$22K 0.08% 370
2024
Q4
$162K Sell
334
-15
-4% -$7.28K 0.1% 259
2024
Q3
$177K Sell
349
-327
-48% -$166K 0.11% 226
2024
Q2
$403K Buy
676
+364
+117% +$217K 0.26% 34
2024
Q1
$179K Buy
312
+78
+33% +$44.8K 0.11% 202
2023
Q4
$121K Sell
234
-8
-3% -$4.14K 0.08% 378
2023
Q3
$111K Sell
242
-49
-17% -$22.5K 0.08% 352
2023
Q2
$127K Sell
291
-22
-7% -$9.6K 0.1% 305
2023
Q1
$121K Buy
313
+12
+4% +$4.64K 0.11% 280
2022
Q4
$96K Buy
301
+25
+9% +$7.97K 0.08% 405
2022
Q3
$85K Buy
276
+64
+30% +$19.7K 0.07% 446
2022
Q2
$64K Sell
212
-59
-22% -$17.8K 0.05% 649
2022
Q1
$90K Buy
271
+43
+19% +$14.3K 0.06% 573
2021
Q4
$84K Buy
+228
New +$84K 0.12% 240