Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.1K Hold
8,295
0.02% 296
2025
Q1
$72.2K Sell
8,295
-1,029
-11% -$8.96K 0.02% 297
2024
Q4
$116K Sell
9,324
-818
-8% -$10.2K 0.04% 233
2024
Q3
$118K Sell
10,142
-100
-1% -$1.16K 0.04% 241
2024
Q2
$109K Sell
10,242
-600
-6% -$6.38K 0.04% 242
2024
Q1
$129K Hold
10,842
0.06% 223
2023
Q4
$117K Sell
10,842
-805
-7% -$8.69K 0.06% 220
2023
Q3
$115K Sell
11,647
-1,012
-8% -$9.99K 0.06% 209
2023
Q2
$126K Sell
12,659
-500
-4% -$4.98K 0.07% 205
2023
Q1
$127K Sell
13,159
-1,292
-9% -$12.5K 0.07% 205
2022
Q4
$161K Sell
14,451
-1,030
-7% -$11.5K 0.1% 174
2022
Q3
$132K Sell
15,481
-262
-2% -$2.23K 0.09% 176
2022
Q2
$165K Buy
15,743
+1,386
+10% +$14.5K 0.12% 159
2022
Q1
$156K Sell
14,357
-235
-2% -$2.55K 0.09% 179
2021
Q4
$197K Buy
+14,592
New +$197K 0.12% 159