Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.07K Sell
157
-3,032
-95% -$98K ﹤0.01% 1789
2025
Q1
$119K Buy
3,189
+243
+8% +$9.03K 0.02% 1087
2024
Q4
$120K Sell
2,946
-1,245
-30% -$50.9K 0.02% 1091
2024
Q3
$211K Buy
4,191
+1,441
+52% +$72.5K 0.03% 666
2024
Q2
$120K Sell
2,750
-154
-5% -$6.72K 0.02% 908
2024
Q1
$126K Sell
2,904
-188
-6% -$8.16K 0.02% 859
2023
Q4
$129K Buy
3,092
+387
+14% +$16.1K 0.02% 829
2023
Q3
$95.5K Buy
2,705
+884
+49% +$31.2K 0.02% 889
2023
Q2
$74.5K Buy
1,821
+521
+40% +$21.3K 0.02% 986
2023
Q1
$53.5K Buy
1,300
+218
+20% +$8.97K 0.02% 1095
2022
Q4
$36.5K Sell
1,082
-18
-2% -$608 0.01% 1159
2022
Q3
$33K Sell
1,100
-211
-16% -$6.33K 0.02% 1153
2022
Q2
$53K Sell
1,311
-1,492
-53% -$60.3K 0.03% 890
2022
Q1
$135K Sell
2,803
-20
-0.7% -$963 0.07% 394
2021
Q4
$158K Sell
2,823
-79
-3% -$4.42K 0.07% 324
2021
Q3
$135K Buy
2,902
+959
+49% +$44.6K 0.09% 298
2021
Q2
$96K Buy
+1,943
New +$96K 0.06% 470