Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.1K Sell
1,291
-10
-0.8% -$434 0.02% 323
2025
Q1
$60K Hold
1,301
0.02% 313
2024
Q4
$49K Hold
1,301
0.02% 329
2024
Q3
$52.8K Hold
1,301
0.02% 320
2024
Q2
$45K Hold
1,301
0.02% 323
2024
Q1
$49K Buy
1,301
+67
+5% +$2.52K 0.02% 310
2023
Q4
$44K Sell
1,234
-90
-7% -$3.21K 0.02% 307
2023
Q3
$50K Hold
1,324
0.03% 290
2023
Q2
$54K Hold
1,324
0.03% 285
2023
Q1
$55K Hold
1,324
0.03% 275
2022
Q4
$57K Buy
1,324
+200
+18% +$8.61K 0.04% 262
2022
Q3
$42K Hold
1,124
0.03% 276
2022
Q2
$51K Hold
1,124
0.04% 264
2022
Q1
$54K Sell
1,124
-452
-29% -$21.7K 0.03% 279
2021
Q4
$65K Buy
+1,576
New +$65K 0.04% 262