Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42K Buy
665
+326
+96% +$20.6K 0.02% 966
2025
Q1
$23K Buy
339
+9
+3% +$611 0.02% 1159
2024
Q4
$19K Buy
330
+13
+4% +$748 0.01% 1231
2024
Q3
$20K Sell
317
-8
-2% -$505 0.01% 1217
2024
Q2
$17K Sell
325
-6
-2% -$314 0.01% 1270
2024
Q1
$14K Sell
331
-6
-2% -$254 0.01% 1356
2023
Q4
$17K Buy
337
+6
+2% +$303 0.01% 1264
2023
Q3
$14K Sell
331
-224
-40% -$9.47K 0.01% 1280
2023
Q2
$26K Buy
555
+257
+86% +$12K 0.02% 1032
2023
Q1
$13K Sell
298
-39
-12% -$1.7K 0.01% 1199
2022
Q4
$15K Buy
337
+12
+4% +$534 0.01% 1145
2022
Q3
$13K Sell
325
-16
-5% -$640 0.01% 1168
2022
Q2
$18K Sell
341
-15
-4% -$792 0.01% 1003
2022
Q1
$22K Buy
356
+94
+36% +$5.81K 0.01% 1039
2021
Q4
$13K Buy
+262
New +$13K 0.02% 957