Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.8K Sell
262
-304
-54% -$69.3K 0.01% 1486
2025
Q1
$138K Buy
566
+103
+22% +$25.1K 0.02% 1011
2024
Q4
$112K Buy
463
+34
+8% +$8.25K 0.01% 1123
2024
Q3
$111K Sell
429
-406
-49% -$105K 0.02% 1056
2024
Q2
$183K Buy
835
+38
+5% +$8.35K 0.03% 630
2024
Q1
$202K Buy
797
+411
+106% +$104K 0.03% 603
2023
Q4
$92.3K Buy
386
+52
+16% +$12.4K 0.02% 1036
2023
Q3
$67.9K Hold
334
0.01% 1108
2023
Q2
$63K Buy
334
+184
+123% +$34.7K 0.02% 1057
2023
Q1
$26.7K Buy
150
+9
+6% +$1.6K 0.01% 1348
2022
Q4
$22.7K Sell
141
-1
-0.7% -$161 0.01% 1343
2022
Q3
$25K Sell
142
-10
-7% -$1.76K 0.01% 1241
2022
Q2
$31K Sell
152
-222
-59% -$45.3K 0.02% 1246
2022
Q1
$69K Buy
374
+16
+4% +$2.95K 0.03% 856
2021
Q4
$88K Hold
358
0.04% 738
2021
Q3
$83K Buy
358
+154
+75% +$35.7K 0.05% 531
2021
Q2
$52K Buy
204
+202
+10,100% +$51.5K 0.03% 736
2021
Q1
$1K Buy
+2
New +$1K ﹤0.01% 500