Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70K Buy
1,978
+128
+7% +$4.53K 0.02% 172
2025
Q1
$69K Hold
1,850
0.02% 157
2024
Q4
$69K Sell
1,850
-22
-1% -$821 0.02% 157
2024
Q3
$78K Buy
1,872
+43
+2% +$1.79K 0.02% 141
2024
Q2
$71K Buy
1,829
+41
+2% +$1.59K 0.02% 138
2024
Q1
$78K Buy
1,788
+35
+2% +$1.53K 0.02% 133
2023
Q4
$77K Sell
1,753
-118
-6% -$5.18K 0.02% 128
2023
Q3
$82K Buy
1,871
+50
+3% +$2.19K 0.02% 114
2023
Q2
$75K Buy
1,821
+196
+12% +$8.07K 0.02% 130
2023
Q1
$56K Buy
1,625
+20
+1% +$689 0.02% 141
2022
Q4
$47K Hold
1,605
0.01% 147
2022
Q3
$47K Buy
1,605
+25
+2% +$732 0.01% 147
2022
Q2
$62K Hold
1,580
0.02% 123
2022
Q1
$74K Buy
1,580
+776
+97% +$36.3K 0.02% 102
2021
Q4
$40K Hold
804
0.01% 140
2021
Q3
$45K Buy
804
+62
+8% +$3.47K 0.01% 132
2021
Q2
$42K Hold
742
0.01% 139
2021
Q1
$40K Hold
742
0.01% 130
2020
Q4
$39K Buy
742
+1
+0.1% +$53 0.01% 136
2020
Q3
$34K Hold
741
0.01% 108
2020
Q2
$29K Hold
741
0.01% 113
2020
Q1
$25K Buy
+741
New +$25K 0.01% 116