Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.3K Sell
2,815
-104
-4% -$2.71K 0.01% 487
2025
Q1
$74.1K Sell
2,919
-34
-1% -$863 0.01% 467
2024
Q4
$62.5K Buy
2,953
+103
+4% +$2.18K 0.01% 533
2024
Q3
$55K Buy
2,850
+65
+2% +$1.26K 0.01% 538
2024
Q2
$47.3K Hold
2,785
0.01% 523
2024
Q1
$47.8K Sell
2,785
-5
-0.2% -$86 0.01% 519
2023
Q4
$52.8K Buy
2,790
+60
+2% +$1.14K 0.01% 496
2023
Q3
$45K Buy
2,730
+60
+2% +$989 0.01% 490
2023
Q2
$48.1K Buy
2,670
+515
+24% +$9.27K 0.01% 485
2023
Q1
$39.1K Buy
2,155
+155
+8% +$2.81K 0.01% 496
2022
Q4
$30.5K Buy
+2,000
New +$30.5K 0.01% 513