Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88K Buy
2,384
+317
+15% +$11.7K 0.05% 626
2025
Q1
$68K Sell
2,067
-370
-15% -$12.2K 0.05% 706
2024
Q4
$89K Buy
2,437
+976
+67% +$35.6K 0.06% 596
2024
Q3
$49K Buy
1,461
+395
+37% +$13.2K 0.03% 889
2024
Q2
$41K Sell
1,066
-146
-12% -$5.62K 0.03% 946
2024
Q1
$55K Buy
1,212
+187
+18% +$8.49K 0.03% 849
2023
Q4
$35K Sell
1,025
-1
-0.1% -$34 0.02% 993
2023
Q3
$32K Sell
1,026
-663
-39% -$20.7K 0.02% 959
2023
Q2
$54K Sell
1,689
-678
-29% -$21.7K 0.04% 753
2023
Q1
$65K Sell
2,367
-364
-13% -$10K 0.06% 611
2022
Q4
$53K Buy
2,731
+530
+24% +$10.3K 0.04% 708
2022
Q3
$37K Buy
2,201
+2,183
+12,128% +$36.7K 0.03% 815
2022
Q2
$0 Sell
18
-2,322
-99% ﹤0.01% 2404
2022
Q1
$59K Buy
2,340
+1,111
+90% +$28K 0.04% 747
2021
Q4
$38K Buy
+1,229
New +$38K 0.05% 686