Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.6K Sell
118
-5
-4% -$4.01K ﹤0.01% 330
2025
Q1
$81.5K Sell
123
-47
-28% -$31.1K ﹤0.01% 325
2024
Q4
$118K Buy
170
+60
+55% +$41.6K 0.01% 290
2024
Q3
$91.7K Buy
110
+21
+24% +$17.5K ﹤0.01% 318
2024
Q2
$91K Sell
89
-71
-44% -$72.6K ﹤0.01% 309
2024
Q1
$155K Hold
160
0.01% 220
2023
Q4
$121K Buy
160
+18
+13% +$13.6K 0.01% 237
2023
Q3
$83.6K Buy
142
+67
+89% +$39.4K 0.01% 267
2023
Q2
$54.4K Buy
75
+10
+15% +$7.25K ﹤0.01% 318
2023
Q1
$44.2K Buy
65
+36
+124% +$24.5K ﹤0.01% 333
2022
Q4
$15.8K Buy
29
+7
+32% +$3.83K ﹤0.01% 467
2022
Q3
$9K Buy
22
+11
+100% +$4.5K ﹤0.01% 553
2022
Q2
$5K Buy
11
+6
+120% +$2.73K ﹤0.01% 627
2022
Q1
$3K Hold
5
﹤0.01% 619
2021
Q4
$4K Hold
5
﹤0.01% 570
2021
Q3
$4K Buy
+5
New +$4K ﹤0.01% 554