Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.3K Buy
1,849
+26
+1% +$778 0.01% 326
2025
Q1
$61.6K Buy
1,823
+28
+2% +$946 0.02% 310
2024
Q4
$53.1K Buy
1,795
+30
+2% +$887 0.02% 331
2024
Q3
$55.4K Buy
1,765
+45
+3% +$1.41K 0.02% 305
2024
Q2
$62.1K Buy
1,720
+19
+1% +$686 0.02% 296
2024
Q1
$64.1K Hold
1,701
0.02% 273
2023
Q4
$60.2K Buy
1,701
+21
+1% +$743 0.02% 273
2023
Q3
$65.1K Buy
1,680
+18
+1% +$697 0.03% 251
2023
Q2
$58.6K Buy
1,662
+35
+2% +$1.24K 0.03% 264
2023
Q1
$61.7K Hold
1,627
0.03% 259
2022
Q4
$56.8K Buy
1,627
+17
+1% +$594 0.03% 252
2022
Q3
$46K Buy
1,610
+20
+1% +$571 0.03% 260
2022
Q2
$45.1K Buy
1,590
+18
+1% +$510 0.02% 268
2022
Q1
$46.2K Sell
1,572
-229
-13% -$6.74K 0.02% 270
2021
Q4
$48K Buy
+1,801
New +$48K 0.02% 266