Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
1,365
+628
+85% +$46.7K 0.01% 400
2025
Q1
$48.1K Sell
737
-608
-45% -$39.7K 0.01% 528
2024
Q4
$115K Buy
1,345
+805
+149% +$68.7K 0.02% 367
2024
Q3
$42.1K Sell
540
-147
-21% -$11.5K 0.01% 536
2024
Q2
$39.9K Sell
687
-253
-27% -$14.7K 0.01% 534
2024
Q1
$63K Buy
940
+638
+211% +$42.7K 0.01% 447
2023
Q4
$18.5K Buy
+302
New +$18.5K ﹤0.01% 640
2023
Q3
Sell
-177
Closed -$11.8K 774
2023
Q2
$11.8K Sell
177
-1,480
-89% -$98.8K ﹤0.01% 700
2023
Q1
$126K Sell
1,657
-322
-16% -$24.5K 0.03% 279
2022
Q4
$141K Sell
1,979
-406
-17% -$28.9K 0.03% 249
2022
Q3
$205K Buy
2,385
+960
+67% +$82.5K 0.06% 171
2022
Q2
$100K Sell
1,425
-110
-7% -$7.72K 0.03% 244
2022
Q1
$178K Sell
1,535
-146
-9% -$16.9K 0.04% 186
2021
Q4
$317K Buy
+1,681
New +$317K 0.08% 129
2021
Q3
Sell
-1,993
Closed -$581K 763
2021
Q2
$581K Buy
1,993
+1,163
+140% +$339K 0.17% 84
2021
Q1
$202K Buy
+830
New +$202K 0.08% 118