Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
1,719
+217
+14% +$14.9K ﹤0.01% 770
2025
Q1
$92.5K Sell
1,502
-482
-24% -$29.7K ﹤0.01% 789
2024
Q4
$99.3K Buy
1,984
+1,390
+234% +$69.6K ﹤0.01% 699
2024
Q3
$39.4K Sell
594
-174
-23% -$11.5K ﹤0.01% 943
2024
Q2
$44.7K Sell
768
-147
-16% -$8.55K ﹤0.01% 853
2024
Q1
$55.6K Sell
915
-250
-21% -$15.2K ﹤0.01% 813
2023
Q4
$75.3K Sell
1,165
-53
-4% -$3.43K ﹤0.01% 760
2023
Q3
$67.4K Sell
1,218
-154
-11% -$8.52K ﹤0.01% 765
2023
Q2
$77.8K Sell
1,372
-285
-17% -$16.2K ﹤0.01% 750
2023
Q1
$111K Buy
1,657
+285
+21% +$19K ﹤0.01% 671
2022
Q4
$82K Sell
1,372
-425
-24% -$25.4K ﹤0.01% 738
2022
Q3
$81K Sell
1,797
-180
-9% -$8.11K ﹤0.01% 760
2022
Q2
$107K Sell
1,977
-366
-16% -$19.8K ﹤0.01% 741
2022
Q1
$141K Sell
2,343
-164
-7% -$9.87K ﹤0.01% 715
2021
Q4
$152K Buy
+2,507
New +$152K ﹤0.01% 718