Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.7K Hold
1,224
0.01% 351
2025
Q1
$45.2K Hold
1,224
0.01% 354
2024
Q4
$45.9K Buy
1,224
+92
+8% +$3.45K 0.02% 336
2024
Q3
$47.3K Sell
1,132
-184
-14% -$7.69K 0.02% 338
2024
Q2
$51.5K Sell
1,316
-54
-4% -$2.12K 0.02% 302
2024
Q1
$59K Buy
1,370
+126
+10% +$5.43K 0.03% 295
2023
Q4
$55K Sell
1,244
-300
-19% -$13.3K 0.03% 288
2023
Q3
$68K Hold
1,544
0.04% 261
2023
Q2
$64K Hold
1,544
0.03% 267
2023
Q1
$59K Hold
1,544
0.03% 267
2022
Q4
$54K Hold
1,544
0.03% 267
2022
Q3
$45K Sell
1,544
-100
-6% -$2.92K 0.03% 272
2022
Q2
$65K Hold
1,644
0.05% 237
2022
Q1
$77K Sell
1,644
-192
-10% -$8.99K 0.05% 237
2021
Q4
$92K Buy
+1,836
New +$92K 0.06% 225