Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48K Buy
244
+8
+3% +$1.57K 0.03% 898
2025
Q1
$48K Buy
236
+2
+0.9% +$407 0.03% 858
2024
Q4
$54K Hold
234
0.03% 826
2024
Q3
$65K Buy
234
+12
+5% +$3.33K 0.04% 750
2024
Q2
$56K Sell
222
-96
-30% -$24.2K 0.04% 800
2024
Q1
$80K Buy
318
+29
+10% +$7.3K 0.05% 665
2023
Q4
$67K Sell
289
-32
-10% -$7.42K 0.05% 719
2023
Q3
$71K Sell
321
-117
-27% -$25.9K 0.05% 607
2023
Q2
$93K Buy
438
+165
+60% +$35K 0.07% 485
2023
Q1
$61K Buy
273
+12
+5% +$2.68K 0.05% 629
2022
Q4
$61K Sell
261
-13
-5% -$3.04K 0.05% 641
2022
Q3
$63K Sell
274
-263
-49% -$60.5K 0.06% 598
2022
Q2
$121K Sell
537
-21
-4% -$4.73K 0.1% 301
2022
Q1
$145K Buy
558
+242
+77% +$62.9K 0.1% 285
2021
Q4
$92K Buy
+316
New +$92K 0.13% 199