Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
635
+245
+63% +$44.9K 0.04% 191
2025
Q1
$68.5K Sell
390
-25
-6% -$4.39K 0.03% 232
2024
Q4
$77.9K Hold
415
0.03% 224
2024
Q3
$79.6K Sell
415
-312
-43% -$59.8K 0.03% 220
2024
Q2
$131K Buy
727
+10
+1% +$1.8K 0.06% 167
2024
Q1
$127K Buy
717
+1
+0.1% +$177 0.06% 171
2023
Q4
$110K Hold
716
0.06% 176
2023
Q3
$99.9K Hold
716
0.06% 178
2023
Q2
$106K Buy
716
+1
+0.1% +$148 0.06% 176
2023
Q1
$109K Hold
715
0.07% 169
2022
Q4
$96.8K Hold
715
0.06% 169
2022
Q3
$96.8K Buy
+715
New +$96.8K 0.06% 169