Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Sell
473
-54
-10% -$18.2K 0.09% 290
2025
Q1
$119K Buy
527
+120
+29% +$27.1K 0.08% 378
2024
Q4
$116K Buy
407
+31
+8% +$8.84K 0.07% 433
2024
Q3
$157K Buy
376
+85
+29% +$35.5K 0.1% 280
2024
Q2
$123K Sell
291
-54
-16% -$22.8K 0.08% 374
2024
Q1
$126K Sell
345
-201
-37% -$73.4K 0.08% 377
2023
Q4
$140K Buy
546
+77
+16% +$19.7K 0.1% 289
2023
Q3
$84K Buy
469
+360
+330% +$64.5K 0.06% 522
2023
Q2
$22K Buy
109
+51
+88% +$10.3K 0.02% 1105
2023
Q1
$11K Buy
58
+14
+32% +$2.66K 0.01% 1285
2022
Q4
$6K Buy
44
+42
+2,100% +$5.73K ﹤0.01% 1544
2022
Q3
$0 Sell
2
-1
-33% ﹤0.01% 2675
2022
Q2
$0 Sell
3
-65
-96% ﹤0.01% 2415
2022
Q1
$8K Buy
68
+27
+66% +$3.18K 0.01% 1390
2021
Q4
$7K Buy
+41
New +$7K 0.01% 1186