Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Buy
356
+57
+19% +$2.88K 0.01% 1296
2025
Q1
$14K Hold
299
0.01% 1321
2024
Q4
$15K Sell
299
-179
-37% -$8.98K 0.01% 1327
2024
Q3
$21K Sell
478
-328
-41% -$14.4K 0.01% 1194
2024
Q2
$32K Buy
806
+155
+24% +$6.15K 0.02% 1031
2024
Q1
$26K Sell
651
-3,410
-84% -$136K 0.02% 1127
2023
Q4
$153K Buy
4,061
+1,012
+33% +$38.1K 0.1% 253
2023
Q3
$85K Sell
3,049
-94
-3% -$2.62K 0.06% 516
2023
Q2
$95K Buy
3,143
+2,021
+180% +$61.1K 0.07% 477
2023
Q1
$35K Buy
1,122
+479
+74% +$14.9K 0.03% 848
2022
Q4
$24K Sell
643
-1,220
-65% -$45.5K 0.02% 978
2022
Q3
$70K Buy
1,863
+778
+72% +$29.2K 0.06% 556
2022
Q2
$39K Sell
1,085
-2
-0.2% -$72 0.03% 806
2022
Q1
$53K Buy
1,087
+472
+77% +$23K 0.04% 786
2021
Q4
$29K Buy
+615
New +$29K 0.04% 766