Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Sell
122
-5
-4% -$1.07K 0.02% 1157
2025
Q1
$23K Sell
127
-236
-65% -$42.7K 0.02% 1160
2024
Q4
$69K Sell
363
-28
-7% -$5.32K 0.04% 729
2024
Q3
$71K Buy
391
+266
+213% +$48.3K 0.04% 716
2024
Q2
$20K Buy
125
+2
+2% +$320 0.01% 1207
2024
Q1
$18K Sell
123
-21
-15% -$3.07K 0.01% 1260
2023
Q4
$18K Sell
144
-1
-0.7% -$125 0.01% 1240
2023
Q3
$15K Buy
145
+1
+0.7% +$103 0.01% 1246
2023
Q2
$16K Sell
144
-1
-0.7% -$111 0.01% 1240
2023
Q1
$15K Sell
145
-1
-0.7% -$103 0.01% 1124
2022
Q4
$15K Hold
146
0.01% 1146
2022
Q3
$12K Sell
146
-218
-60% -$17.9K 0.01% 1204
2022
Q2
$30K Sell
364
-7
-2% -$577 0.02% 882
2022
Q1
$36K Buy
371
+167
+82% +$16.2K 0.02% 901
2021
Q4
$19K Buy
+204
New +$19K 0.03% 876