Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75K Sell
225
-13
-5% -$4.33K 0.04% 715
2025
Q1
$83K Sell
238
-38
-14% -$13.3K 0.06% 605
2024
Q4
$93K Buy
276
+66
+31% +$22.2K 0.06% 578
2024
Q3
$66K Hold
210
0.04% 747
2024
Q2
$56K Buy
210
+1
+0.5% +$267 0.04% 805
2024
Q1
$65K Sell
209
-1
-0.5% -$311 0.04% 775
2023
Q4
$59K Hold
210
0.04% 776
2023
Q3
$54K Sell
210
-2
-0.9% -$514 0.04% 746
2023
Q2
$53K Buy
212
+103
+94% +$25.8K 0.04% 760
2023
Q1
$23K Hold
109
0.02% 964
2022
Q4
$20K Buy
109
+52
+91% +$9.54K 0.02% 1041
2022
Q3
$10K Sell
57
-56
-50% -$9.83K 0.01% 1284
2022
Q2
$24K Hold
113
0.02% 939
2022
Q1
$28K Buy
113
+81
+253% +$20.1K 0.02% 966
2021
Q4
$7K Buy
+32
New +$7K 0.01% 1190