Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48K Buy
2,169
+329
+18% +$7.28K 0.01% 208
2025
Q1
$36K Hold
1,840
0.01% 225
2024
Q4
$36K Buy
1,840
+84
+5% +$1.64K 0.01% 224
2024
Q3
$41K Sell
1,756
-844
-32% -$19.7K 0.01% 182
2024
Q2
$80K Sell
2,600
-13
-0.5% -$400 0.02% 130
2024
Q1
$116K Sell
2,613
-33
-1% -$1.47K 0.03% 104
2023
Q4
$133K Hold
2,646
0.04% 90
2023
Q3
$93K Buy
2,646
+40
+2% +$1.41K 0.03% 107
2023
Q2
$86K Buy
2,606
+1,023
+65% +$33.8K 0.02% 118
2023
Q1
$41K Sell
1,583
-240
-13% -$6.22K 0.01% 159
2022
Q4
$46K Hold
1,823
0.01% 149
2022
Q3
$47K Hold
1,823
0.01% 148
2022
Q2
$68K Buy
1,823
+33
+2% +$1.23K 0.02% 114
2022
Q1
$89K Sell
1,790
-39
-2% -$1.94K 0.03% 93
2021
Q4
$94K Buy
1,829
+39
+2% +$2K 0.03% 87
2021
Q3
$95K Hold
1,790
0.03% 79
2021
Q2
$100K Hold
1,790
0.03% 76
2021
Q1
$115K Hold
1,790
0.04% 64
2020
Q4
$89K Sell
1,790
-643
-26% -$32K 0.03% 82
2020
Q3
$126K Buy
2,433
+600
+33% +$31.1K 0.04% 51
2020
Q2
$110K Sell
1,833
-420
-19% -$25.2K 0.04% 53
2020
Q1
$122K Buy
+2,253
New +$122K 0.05% 42