Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72K Sell
580
-45
-7% -$5.59K 0.04% 735
2025
Q1
$61K Sell
625
-155
-20% -$15.1K 0.04% 762
2024
Q4
$84K Sell
780
-253
-24% -$27.2K 0.05% 621
2024
Q3
$67K Buy
1,033
+148
+17% +$9.6K 0.04% 738
2024
Q2
$50K Buy
885
+55
+7% +$3.11K 0.03% 860
2024
Q1
$51K Buy
830
+77
+10% +$4.73K 0.03% 875
2023
Q4
$58K Buy
753
+543
+259% +$41.8K 0.04% 784
2023
Q3
$13K Hold
210
0.01% 1305
2023
Q2
$14K Sell
210
-138
-40% -$9.2K 0.01% 1301
2023
Q1
$23K Sell
348
-124
-26% -$8.2K 0.02% 963
2022
Q4
$23K Buy
472
+173
+58% +$8.43K 0.02% 995
2022
Q3
$20K Buy
299
+92
+44% +$6.15K 0.02% 994
2022
Q2
$17K Sell
207
-6
-3% -$493 0.01% 1016
2022
Q1
$35K Buy
213
+172
+420% +$28.3K 0.02% 914
2021
Q4
$11K Buy
+41
New +$11K 0.02% 1000