Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3K Buy
293
+1
+0.3% +$38 ﹤0.01% 490
2025
Q1
$11.3K Sell
292
-308
-51% -$11.9K ﹤0.01% 481
2024
Q4
$20.3K Hold
600
0.01% 417
2024
Q3
$24.5K Sell
600
-332
-36% -$13.6K 0.01% 369
2024
Q2
$35.9K Sell
932
-1,044
-53% -$40.2K 0.01% 339
2024
Q1
$84.7K Sell
1,976
-5,389
-73% -$231K 0.03% 252
2023
Q4
$273K Buy
7,365
+238
+3% +$8.82K 0.1% 173
2023
Q3
$258K Sell
7,127
-1,242
-15% -$45K 0.12% 160
2023
Q2
$298K Sell
8,369
-870
-9% -$31K 0.13% 149
2023
Q1
$329K Buy
9,239
+1,010
+12% +$35.9K 0.17% 131
2022
Q4
$289K Sell
8,229
-1,741
-17% -$61.2K 0.16% 127
2022
Q3
$293K Buy
9,970
+1,900
+24% +$55.9K 0.17% 121
2022
Q2
$439K Buy
8,070
+14
+0.2% +$762 0.24% 99
2022
Q1
$439K Buy
8,056
+274
+4% +$14.9K 0.21% 109
2021
Q4
$429K Buy
+7,782
New +$429K 0.21% 107