Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.4K Buy
179
+56
+46% +$21.7K 0.02% 304
2025
Q1
$47.2K Buy
123
+7
+6% +$2.69K 0.01% 336
2024
Q4
$51.6K Buy
116
+22
+23% +$9.78K 0.02% 334
2024
Q3
$48.7K Hold
94
0.01% 318
2024
Q2
$52.2K Buy
94
+11
+13% +$6.11K 0.02% 305
2024
Q1
$41.9K Hold
83
0.01% 310
2023
Q4
$49.5K Hold
83
0.02% 286
2023
Q3
$42.3K Hold
83
0.02% 279
2023
Q2
$40.6K Hold
83
0.02% 282
2023
Q1
$32K Hold
83
0.02% 299
2022
Q4
$27.9K Buy
83
+45
+118% +$15.1K 0.02% 302
2022
Q3
$10.5K Hold
38
0.01% 372
2022
Q2
$13.9K Buy
38
+10
+36% +$3.66K 0.01% 347
2022
Q1
$12.8K Buy
+28
New +$12.8K 0.01% 364