Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8K Buy
703
+66
+10% +$751 ﹤0.01% 1689
2025
Q1
$10K Sell
637
-54
-8% -$848 0.01% 1521
2024
Q4
$15K Sell
691
-15
-2% -$326 0.01% 1329
2024
Q3
$14K Sell
706
-808
-53% -$16K 0.01% 1369
2024
Q2
$21K Buy
1,514
+991
+189% +$13.7K 0.01% 1185
2024
Q1
$8K Sell
523
-235
-31% -$3.6K 0.01% 1720
2023
Q4
$14K Sell
758
-1,626
-68% -$30K 0.01% 1359
2023
Q3
$42K Buy
2,384
+1,837
+336% +$32.4K 0.03% 848
2023
Q2
$10K Buy
547
+89
+19% +$1.63K 0.01% 1466
2023
Q1
$11K Sell
458
-245
-35% -$5.88K 0.01% 1284
2022
Q4
$20K Sell
703
-1,539
-69% -$43.8K 0.02% 1039
2022
Q3
$67K Sell
2,242
-838
-27% -$25K 0.06% 575
2022
Q2
$136K Buy
3,080
+12
+0.4% +$530 0.11% 239
2022
Q1
$174K Buy
3,068
+1,574
+105% +$89.3K 0.12% 198
2021
Q4
$109K Buy
+1,494
New +$109K 0.15% 133