Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Buy
321
+18
+6% +$1.46K 0.02% 1156
2025
Q1
$22K Sell
303
-6
-2% -$436 0.01% 1178
2024
Q4
$24K Sell
309
-410
-57% -$31.8K 0.02% 1133
2024
Q3
$64K Sell
719
-1,502
-68% -$134K 0.04% 773
2024
Q2
$191K Sell
2,221
-15
-0.7% -$1.29K 0.12% 173
2024
Q1
$214K Buy
2,236
+256
+13% +$24.5K 0.14% 139
2023
Q4
$159K Sell
1,980
-353
-15% -$28.3K 0.11% 235
2023
Q3
$182K Buy
2,333
+1,517
+186% +$118K 0.14% 141
2023
Q2
$56K Buy
816
+96
+13% +$6.59K 0.04% 738
2023
Q1
$51K Buy
720
+12
+2% +$850 0.04% 704
2022
Q4
$50K Sell
708
-51
-7% -$3.6K 0.04% 728
2022
Q3
$44K Sell
759
-838
-52% -$48.6K 0.04% 746
2022
Q2
$98K Buy
1,597
+91
+6% +$5.58K 0.08% 426
2022
Q1
$112K Buy
1,506
+519
+53% +$38.6K 0.07% 426
2021
Q4
$76K Buy
+987
New +$76K 0.11% 299