Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Buy
133
+1
+0.8% +$53 ﹤0.01% 1720
2025
Q1
$8K Sell
132
-3,090
-96% -$187K 0.01% 1643
2024
Q4
$222K Buy
3,222
+860
+36% +$59.3K 0.14% 135
2024
Q3
$157K Buy
2,362
+2,235
+1,760% +$149K 0.1% 279
2024
Q2
$9K Sell
127
-1,086
-90% -$77K 0.01% 1640
2024
Q1
$121K Buy
1,213
+123
+11% +$12.3K 0.08% 405
2023
Q4
$90K Buy
1,090
+149
+16% +$12.3K 0.06% 570
2023
Q3
$58K Buy
941
+811
+624% +$50K 0.04% 701
2023
Q2
$9K Sell
130
-3
-2% -$208 0.01% 1535
2023
Q1
$7K Sell
133
-2,806
-95% -$148K 0.01% 1488
2022
Q4
$124K Buy
2,939
+827
+39% +$34.9K 0.1% 299
2022
Q3
$93K Buy
2,112
+1,728
+450% +$76.1K 0.08% 396
2022
Q2
$21K Buy
384
+2
+0.5% +$109 0.02% 969
2022
Q1
$25K Buy
382
+245
+179% +$16K 0.02% 999
2021
Q4
$19K Buy
+137
New +$19K 0.03% 875