Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34K Sell
117
-12
-9% -$3.49K 0.02% 1053
2025
Q1
$33K Sell
129
-1,278
-91% -$327K 0.02% 1003
2024
Q4
$292K Buy
1,407
+1,267
+905% +$263K 0.18% 65
2024
Q3
$26K Buy
140
+54
+63% +$10K 0.02% 1129
2024
Q2
$15K Buy
86
+2
+2% +$349 0.01% 1317
2024
Q1
$16K Buy
84
+11
+15% +$2.1K 0.01% 1300
2023
Q4
$15K Buy
73
+2
+3% +$411 0.01% 1317
2023
Q3
$15K Sell
71
-35
-33% -$7.39K 0.01% 1244
2023
Q2
$24K Buy
106
+34
+47% +$7.7K 0.02% 1064
2023
Q1
$15K Sell
72
-1
-1% -$208 0.01% 1123
2022
Q4
$15K Buy
+73
New +$15K 0.01% 1144
2022
Q3
Sell
-75
Closed -$13K 2666
2022
Q2
$13K Sell
75
-3
-4% -$520 0.01% 1119
2022
Q1
$18K Buy
78
+28
+56% +$6.46K 0.01% 1095
2021
Q4
$13K Buy
+50
New +$13K 0.02% 956