Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.1K Buy
1,476
+138
+10% +$3.38K 0.01% 294
2025
Q1
$37K Sell
1,338
-639
-32% -$17.7K 0.01% 266
2024
Q4
$64.5K Buy
1,977
+47
+2% +$1.53K 0.01% 188
2024
Q3
$69.2K Buy
1,930
+5
+0.3% +$179 0.01% 180
2024
Q2
$67.4K Buy
1,925
+74
+4% +$2.59K 0.01% 179
2024
Q1
$56K Buy
1,851
+163
+10% +$4.93K 0.01% 194
2023
Q4
$50.8K Sell
1,688
-17
-1% -$512 0.01% 196
2023
Q3
$43.8K Buy
1,705
+18
+1% +$463 0.01% 188
2023
Q2
$51.8K Buy
1,687
+103
+7% +$3.16K 0.01% 161
2023
Q1
$46.5K Sell
1,584
-12
-0.8% -$352 0.01% 171
2022
Q4
$42.9K Sell
1,596
-27
-2% -$726 0.01% 185
2022
Q3
$40K Sell
1,623
-375
-19% -$9.24K 0.01% 160
2022
Q2
$65K Buy
+1,998
New +$65K 0.02% 110
2021
Q4
$72K Buy
1,901
+207
+12% +$7.84K 0.02% 125
2021
Q3
$46K Buy
+1,694
New +$46K 0.01% 152