Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58K Sell
240
-189
-44% -$45.7K 0.03% 838
2025
Q1
$97K Sell
429
-12
-3% -$2.71K 0.06% 514
2024
Q4
$91K Buy
441
+76
+21% +$15.7K 0.06% 586
2024
Q3
$89K Sell
365
-453
-55% -$110K 0.06% 602
2024
Q2
$180K Buy
818
+209
+34% +$46K 0.12% 187
2024
Q1
$137K Buy
609
+537
+746% +$121K 0.09% 327
2023
Q4
$16K Sell
72
-1
-1% -$222 0.01% 1284
2023
Q3
$16K Sell
73
-94
-56% -$20.6K 0.01% 1207
2023
Q2
$38K Sell
167
-30
-15% -$6.83K 0.03% 894
2023
Q1
$38K Sell
197
-85
-30% -$16.4K 0.03% 819
2022
Q4
$52K Buy
282
+165
+141% +$30.4K 0.04% 712
2022
Q3
$20K Buy
117
+112
+2,240% +$19.1K 0.02% 991
2022
Q2
$1K Sell
5
-3
-38% -$600 ﹤0.01% 1782
2022
Q1
$2K Hold
8
﹤0.01% 1687
2021
Q4
$2K Buy
+8
New +$2K ﹤0.01% 1581