Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.83K Sell
1,363
-5,767
-81% -$37.4K ﹤0.01% 1770
2025
Q1
$37.9K Sell
7,130
-14,062
-66% -$74.7K 0.01% 1534
2024
Q4
$178K Buy
21,192
+3,134
+17% +$26.3K 0.02% 911
2024
Q3
$142K Sell
18,058
-541
-3% -$4.27K 0.02% 922
2024
Q2
$192K Buy
18,599
+6,037
+48% +$62.2K 0.03% 592
2024
Q1
$157K Buy
12,562
+4,011
+47% +$50.2K 0.03% 744
2023
Q4
$131K Sell
8,551
-5,130
-37% -$78.7K 0.02% 811
2023
Q3
$201K Buy
13,681
+3,479
+34% +$51K 0.04% 462
2023
Q2
$181K Buy
10,202
+2,514
+33% +$44.5K 0.05% 440
2023
Q1
$137K Sell
7,688
-845
-10% -$15K 0.04% 582
2022
Q4
$167K Buy
8,533
+4,771
+127% +$93.4K 0.06% 463
2022
Q3
$72K Buy
3,762
+1,464
+64% +$28K 0.04% 830
2022
Q2
$41K Buy
2,298
+1,110
+93% +$19.8K 0.03% 1074
2022
Q1
$34K Sell
1,188
-1,805
-60% -$51.7K 0.02% 1259
2021
Q4
$83K Buy
+2,993
New +$83K 0.04% 772