Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.4K Buy
4,747
+397
+9% +$7.98K 0.03% 276
2025
Q1
$105K Buy
4,350
+1,870
+75% +$45.3K 0.03% 268
2024
Q4
$83.8K Hold
2,480
0.03% 281
2024
Q3
$119K Hold
2,480
0.04% 249
2024
Q2
$117K Hold
2,480
0.04% 246
2024
Q1
$146K Hold
2,480
0.05% 221
2023
Q4
$134K Sell
2,480
-308
-11% -$16.6K 0.05% 214
2023
Q3
$139K Buy
2,788
+508
+22% +$25.4K 0.06% 205
2023
Q2
$117K Hold
2,280
0.05% 217
2023
Q1
$127K Sell
2,280
-170
-7% -$9.44K 0.06% 203
2022
Q4
$130K Sell
2,450
-50
-2% -$2.65K 0.07% 195
2022
Q3
$107K Sell
2,500
-200
-7% -$8.58K 0.06% 201
2022
Q2
$125K Sell
2,700
-920
-25% -$42.6K 0.07% 192
2022
Q1
$189K Sell
3,620
-550
-13% -$28.8K 0.09% 168
2021
Q4
$240K Buy
+4,170
New +$240K 0.12% 153