Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
1,134
-1,243
-52% -$299K 0.03% 705
2025
Q1
$539K Buy
2,377
+427
+22% +$96.8K 0.07% 202
2024
Q4
$401K Buy
1,950
+987
+102% +$203K 0.05% 374
2024
Q3
$234K Buy
963
+408
+74% +$99K 0.03% 599
2024
Q2
$122K Sell
555
-20
-3% -$4.39K 0.02% 895
2024
Q1
$129K Buy
575
+411
+251% +$92.4K 0.02% 846
2023
Q4
$36.1K Buy
164
+19
+13% +$4.18K 0.01% 1457
2023
Q3
$31.8K Buy
145
+47
+48% +$10.3K 0.01% 1394
2023
Q2
$22K Buy
98
+19
+24% +$4.28K 0.01% 1415
2023
Q1
$15.1K Buy
79
+1
+1% +$191 ﹤0.01% 1451
2022
Q4
$14.4K Sell
78
-12
-13% -$2.22K ﹤0.01% 1416
2022
Q3
$15K Buy
90
+5
+6% +$833 0.01% 1395
2022
Q2
$18K Sell
85
-101
-54% -$21.4K 0.01% 1472
2022
Q1
$45K Sell
186
-14
-7% -$3.39K 0.02% 1124
2021
Q4
$48K Buy
200
+6
+3% +$1.44K 0.02% 1133
2021
Q3
$40K Buy
194
+38
+24% +$7.84K 0.03% 825
2021
Q2
$32K Buy
156
+79
+103% +$16.2K 0.02% 849
2021
Q1
$15K Buy
+77
New +$15K 0.02% 352