Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Sell
738
-419
-36% -$65.3K 0.01% 1232
2025
Q1
$191K Sell
1,157
-968
-46% -$159K 0.03% 833
2024
Q4
$346K Buy
2,125
+1,944
+1,074% +$317K 0.04% 482
2024
Q3
$35.4K Buy
181
+175
+2,917% +$34.2K 0.01% 1531
2024
Q2
$1.04K Sell
6
-161
-96% -$27.9K ﹤0.01% 1623
2024
Q1
$28.3K Buy
167
+2
+1% +$338 ﹤0.01% 1512
2023
Q4
$32.6K Buy
165
+162
+5,400% +$32K 0.01% 1484
2023
Q3
$522 Hold
3
﹤0.01% 1580
2023
Q2
$517 Sell
3
-1,205
-100% -$208K ﹤0.01% 1529
2023
Q1
$201K Buy
1,208
+977
+423% +$163K 0.06% 336
2022
Q4
$33.9K Sell
231
-520
-69% -$76.2K 0.01% 1180
2022
Q3
$111K Buy
751
+426
+131% +$63K 0.05% 540
2022
Q2
$55K Sell
325
-859
-73% -$145K 0.03% 877
2022
Q1
$223K Buy
1,184
+18
+2% +$3.39K 0.11% 160
2021
Q4
$285K Sell
1,166
-99
-8% -$24.2K 0.13% 118
2021
Q3
$246K Sell
1,265
-491
-28% -$95.5K 0.16% 117
2021
Q2
$327K Buy
1,756
+234
+15% +$43.6K 0.21% 75
2021
Q1
$240K Buy
+1,522
New +$240K 0.39% 50