Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
3,635
+386
+12% +$26.8K 0.05% 88
2025
Q1
$200K Buy
+3,249
New +$200K 0.04% 100
2024
Q2
Sell
-4,804
Closed -$240K 103
2024
Q1
$240K Sell
4,804
-95
-2% -$4.74K 0.05% 98
2023
Q4
$247K Sell
4,899
-453
-8% -$22.9K 0.05% 88
2023
Q3
$288K Sell
5,352
-323
-6% -$17.4K 0.07% 77
2023
Q2
$294K Buy
5,675
+104
+2% +$5.38K 0.07% 82
2023
Q1
$291K Buy
5,571
+138
+3% +$7.21K 0.07% 81
2022
Q4
$259K Buy
5,433
+420
+8% +$20K 0.07% 83
2022
Q3
$201K Buy
+5,013
New +$201K 0.05% 87