Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.9K Hold
2,738
0.01% 218
2025
Q1
$92.5K Sell
2,738
-67
-2% -$2.26K 0.01% 214
2024
Q4
$82.9K Hold
2,805
0.01% 224
2024
Q3
$88K Sell
2,805
-1,141
-29% -$35.8K 0.01% 218
2024
Q2
$142K Buy
3,946
+1,028
+35% +$37.1K 0.01% 186
2024
Q1
$110K Sell
2,918
-1,172
-29% -$44.2K 0.01% 200
2023
Q4
$145K Buy
4,090
+23
+0.6% +$814 0.01% 181
2023
Q3
$157K Buy
4,067
+140
+4% +$5.42K 0.01% 167
2023
Q2
$139K Buy
3,927
+978
+33% +$34.5K 0.01% 172
2023
Q1
$112K Sell
2,949
-28
-0.9% -$1.06K 0.01% 190
2022
Q4
$104K Buy
2,977
+28
+0.9% +$978 0.01% 188
2022
Q3
$84K Hold
2,949
0.01% 212
2022
Q2
$84K Buy
+2,949
New +$84K 0.01% 213