Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Buy
242
+2
+0.8% +$190 0.01% 1198
2025
Q1
$24K Buy
240
+30
+14% +$3K 0.02% 1125
2024
Q4
$19K Sell
210
-24
-10% -$2.17K 0.01% 1200
2024
Q3
$20K Buy
234
+7
+3% +$598 0.01% 1200
2024
Q2
$16K Sell
227
-11
-5% -$775 0.01% 1272
2024
Q1
$18K Sell
238
-20
-8% -$1.51K 0.01% 1238
2023
Q4
$19K Sell
258
-8
-3% -$589 0.01% 1208
2023
Q3
$20K Sell
266
-24
-8% -$1.81K 0.02% 1110
2023
Q2
$24K Buy
290
+20
+7% +$1.66K 0.02% 1045
2023
Q1
$23K Buy
270
+24
+10% +$2.04K 0.02% 950
2022
Q4
$22K Sell
246
-4
-2% -$358 0.02% 997
2022
Q3
$20K Sell
250
-5
-2% -$400 0.02% 983
2022
Q2
$23K Sell
255
-14
-5% -$1.26K 0.02% 940
2022
Q1
$25K Buy
269
+73
+37% +$6.78K 0.02% 988
2021
Q4
$17K Buy
+196
New +$17K 0.02% 888