Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
1,384
+175
+14% +$13.3K 0.06% 531
2025
Q1
$79K Sell
1,209
-63
-5% -$4.12K 0.05% 624
2024
Q4
$90K Buy
1,272
+1,045
+460% +$73.9K 0.06% 592
2024
Q3
$14K Buy
227
+9
+4% +$555 0.01% 1367
2024
Q2
$12K Sell
218
-2
-0.9% -$110 0.01% 1435
2024
Q1
$14K Buy
220
+9
+4% +$573 0.01% 1353
2023
Q4
$11K Sell
211
-3
-1% -$156 0.01% 1518
2023
Q3
$12K Sell
214
-5
-2% -$280 0.01% 1341
2023
Q2
$12K Sell
219
-10
-4% -$548 0.01% 1365
2023
Q1
$12K Buy
229
+10
+5% +$524 0.01% 1238
2022
Q4
$11K Sell
219
-22
-9% -$1.11K 0.01% 1298
2022
Q3
$13K Sell
241
-333
-58% -$18K 0.01% 1164
2022
Q2
$33K Buy
574
+346
+152% +$19.9K 0.03% 852
2022
Q1
$16K Buy
228
+62
+37% +$4.35K 0.01% 1129
2021
Q4
$15K Buy
+166
New +$15K 0.02% 922