Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.7K Hold
1,194
0.03% 278
2025
Q1
$77.9K Sell
1,194
-100
-8% -$6.53K 0.03% 289
2024
Q4
$110K Buy
1,294
+88
+7% +$7.51K 0.04% 240
2024
Q3
$94.1K Sell
1,206
-75
-6% -$5.85K 0.03% 265
2024
Q2
$74.3K Sell
1,281
-200
-14% -$11.6K 0.03% 272
2024
Q1
$99K Hold
1,481
0.04% 246
2023
Q4
$91K Sell
1,481
-150
-9% -$9.22K 0.05% 246
2023
Q3
$95K Sell
1,631
-18
-1% -$1.05K 0.05% 228
2023
Q2
$110K Hold
1,649
0.06% 219
2023
Q1
$125K Buy
1,649
+100
+6% +$7.58K 0.07% 207
2022
Q4
$110K Sell
1,549
-200
-11% -$14.2K 0.07% 206
2022
Q3
$151K Sell
1,749
-75
-4% -$6.48K 0.11% 161
2022
Q2
$127K Buy
1,824
+690
+61% +$48K 0.09% 188
2022
Q1
$131K Buy
1,134
+450
+66% +$52K 0.08% 196
2021
Q4
$129K Buy
+684
New +$129K 0.08% 203