Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
1,146
-314
-22% -$72.7K 0.03% 717
2025
Q1
$319K Sell
1,460
-15
-1% -$3.28K 0.04% 511
2024
Q4
$302K Buy
1,475
+39
+3% +$7.99K 0.04% 553
2024
Q3
$239K Sell
1,436
-573
-29% -$95.4K 0.03% 587
2024
Q2
$287K Buy
2,009
+880
+78% +$126K 0.05% 336
2024
Q1
$225K Buy
1,129
+175
+18% +$34.8K 0.04% 522
2023
Q4
$197K Buy
954
+109
+13% +$22.5K 0.04% 559
2023
Q3
$219K Buy
845
+317
+60% +$82.2K 0.05% 397
2023
Q2
$170K Buy
528
+82
+18% +$26.3K 0.05% 493
2023
Q1
$136K Sell
446
-45
-9% -$13.7K 0.04% 592
2022
Q4
$152K Buy
491
+47
+11% +$14.6K 0.05% 515
2022
Q3
$147K Sell
444
-15
-3% -$4.97K 0.07% 365
2022
Q2
$129K Buy
459
+422
+1,141% +$119K 0.08% 339
2022
Q1
$13K Sell
37
-3
-8% -$1.05K 0.01% 1571
2021
Q4
$17K Hold
40
0.01% 1536
2021
Q3
$20K Buy
40
+35
+700% +$17.5K 0.01% 942
2021
Q2
$2K Sell
5
-50
-91% -$20K ﹤0.01% 1120
2021
Q1
$20K Buy
+55
New +$20K 0.03% 318