Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Sell
251
-5
-2% -$378 0.01% 1279
2025
Q1
$17K Sell
256
-22
-8% -$1.46K 0.01% 1254
2024
Q4
$19K Buy
278
+5
+2% +$342 0.01% 1230
2024
Q3
$17K Sell
273
-7
-3% -$436 0.01% 1279
2024
Q2
$15K Sell
280
-331
-54% -$17.7K 0.01% 1315
2024
Q1
$33K Sell
611
-12
-2% -$648 0.02% 1041
2023
Q4
$28K Buy
623
+351
+129% +$15.8K 0.02% 1076
2023
Q3
$11K Sell
272
-338
-55% -$13.7K 0.01% 1394
2023
Q2
$27K Buy
610
+121
+25% +$5.36K 0.02% 1018
2023
Q1
$18K Sell
489
-268
-35% -$9.87K 0.02% 1046
2022
Q4
$26K Buy
757
+401
+113% +$13.8K 0.02% 961
2022
Q3
$9K Sell
356
-2,896
-89% -$73.2K 0.01% 1319
2022
Q2
$100K Buy
3,252
+1,613
+98% +$49.6K 0.08% 406
2022
Q1
$62K Buy
1,639
+1,445
+745% +$54.7K 0.04% 728
2021
Q4
$7K Buy
+194
New +$7K 0.01% 1177