Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.2K Buy
344
+37
+12% +$4.54K 0.01% 278
2025
Q1
$28K Sell
307
-7
-2% -$638 0.01% 312
2024
Q4
$36.2K Sell
314
-6
-2% -$691 0.01% 265
2024
Q3
$37.9K Buy
320
+12
+4% +$1.42K 0.01% 269
2024
Q2
$42.5K Hold
308
0.01% 240
2024
Q1
$35.1K Buy
308
+50
+19% +$5.71K 0.01% 264
2023
Q4
$19.7K Sell
258
-5
-2% -$383 ﹤0.01% 359
2023
Q3
$18.1K Buy
263
+13
+5% +$896 ﹤0.01% 333
2023
Q2
$13.5K Buy
250
+7
+3% +$379 ﹤0.01% 413
2023
Q1
$9.77K Sell
243
-41
-14% -$1.65K ﹤0.01% 490
2022
Q4
$11.4K Buy
284
+62
+28% +$2.49K ﹤0.01% 440
2022
Q3
$8K Sell
222
-215
-49% -$7.75K ﹤0.01% 480
2022
Q2
$20K Buy
+437
New +$20K 0.01% 257
2021
Q4
$30K Sell
529
-329
-38% -$18.7K 0.01% 226
2021
Q3
$45K Buy
+858
New +$45K 0.01% 158