Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34K Buy
353
+92
+35% +$8.86K 0.02% 1052
2025
Q1
$27K Buy
261
+27
+12% +$2.79K 0.02% 1090
2024
Q4
$32K Sell
234
-57
-20% -$7.8K 0.02% 1014
2024
Q3
$45K Sell
291
-3
-1% -$464 0.03% 917
2024
Q2
$44K Sell
294
-58
-16% -$8.68K 0.03% 918
2024
Q1
$62K Buy
352
+107
+44% +$18.8K 0.04% 798
2023
Q4
$35K Buy
245
+8
+3% +$1.14K 0.02% 990
2023
Q3
$26K Sell
237
-6
-2% -$658 0.02% 1026
2023
Q2
$32K Sell
243
-23
-9% -$3.03K 0.02% 967
2023
Q1
$45K Sell
266
-36
-12% -$6.09K 0.04% 747
2022
Q4
$45K Buy
+302
New +$45K 0.04% 773
2022
Q3
Sell
-646
Closed -$91K 2595
2022
Q2
$91K Sell
646
-56
-8% -$7.89K 0.07% 463
2022
Q1
$149K Buy
702
+399
+132% +$84.7K 0.1% 274
2021
Q4
$70K Buy
+303
New +$70K 0.1% 343