Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Sell
1,071
-6
-0.6% -$786 ﹤0.01% 897
2025
Q1
$129K Buy
1,077
+855
+385% +$102K ﹤0.01% 876
2024
Q4
$25.8K Sell
222
-91
-29% -$10.6K ﹤0.01% 1226
2024
Q3
$42K Buy
313
+101
+48% +$13.6K ﹤0.01% 1076
2024
Q2
$27.9K Sell
212
-44
-17% -$5.79K ﹤0.01% 1153
2024
Q1
$38.1K Sell
256
-283
-53% -$42.2K ﹤0.01% 1111
2023
Q4
$61.2K Buy
539
+252
+88% +$28.6K ﹤0.01% 907
2023
Q3
$26.3K Sell
287
-45
-14% -$4.13K ﹤0.01% 1050
2023
Q2
$37.1K Sell
332
-134
-29% -$15K ﹤0.01% 1001
2023
Q1
$52K Buy
466
+241
+107% +$26.9K ﹤0.01% 897
2022
Q4
$24.9K Sell
225
-5
-2% -$553 ﹤0.01% 1050
2022
Q3
$20.7K Hold
230
﹤0.01% 1091
2022
Q2
$18.1K Sell
230
-60
-21% -$4.72K ﹤0.01% 1133
2022
Q1
$25K Sell
290
-167
-37% -$14.4K ﹤0.01% 1133
2021
Q4
$54K Buy
+457
New +$54K ﹤0.01% 989