Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Sell
260
-3,461
-93% -$146K 0.01% 1559
2025
Q1
$176K Buy
3,721
+200
+6% +$9.46K 0.12% 195
2024
Q4
$172K Sell
3,521
-383
-10% -$18.7K 0.11% 243
2024
Q3
$213K Buy
3,904
+1,025
+36% +$55.9K 0.13% 148
2024
Q2
$146K Buy
2,879
+766
+36% +$38.8K 0.09% 290
2024
Q1
$122K Buy
2,113
+55
+3% +$3.18K 0.08% 399
2023
Q4
$115K Sell
2,058
-1,284
-38% -$71.7K 0.08% 404
2023
Q3
$182K Buy
3,342
+750
+29% +$40.8K 0.14% 140
2023
Q2
$153K Buy
2,592
+2,400
+1,250% +$142K 0.12% 228
2023
Q1
$12K Buy
192
+23
+14% +$1.44K 0.01% 1235
2022
Q4
$10K Sell
169
-24
-12% -$1.42K 0.01% 1341
2022
Q3
$11K Sell
193
-5
-3% -$285 0.01% 1233
2022
Q2
$11K Buy
198
+2
+1% +$111 0.01% 1181
2022
Q1
$12K Buy
196
+85
+77% +$5.2K 0.01% 1258
2021
Q4
$6K Buy
+111
New +$6K 0.01% 1256