Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92.3K Buy
586
+401
+217% +$63.2K 0.01% 412
2025
Q1
$32.6K Sell
185
-8
-4% -$1.41K 0.01% 589
2024
Q4
$37.9K Buy
193
+15
+8% +$2.95K 0.01% 568
2024
Q3
$42.2K Buy
178
+13
+8% +$3.08K 0.01% 535
2024
Q2
$34.9K Sell
165
-2
-1% -$423 0.01% 554
2024
Q1
$42.2K Sell
167
-18
-10% -$4.55K 0.01% 519
2023
Q4
$42.8K Buy
+185
New +$42.8K 0.01% 504
2023
Q3
Sell
-255
Closed -$57.3K 586
2023
Q2
$57.3K Sell
255
-70
-22% -$15.7K 0.01% 416
2023
Q1
$64.6K Buy
325
+10
+3% +$1.99K 0.01% 386
2022
Q4
$64.5K Buy
315
+160
+103% +$32.8K 0.02% 363
2022
Q3
$28K Sell
155
-120
-44% -$21.7K 0.01% 472
2022
Q2
$60K Buy
275
+60
+28% +$13.1K 0.02% 327
2022
Q1
$50K Sell
215
-40
-16% -$9.3K 0.01% 398
2021
Q4
$72K Buy
+255
New +$72K 0.02% 297
2021
Q3
Sell
-255
Closed -$62K 600
2021
Q2
$62K Buy
255
+105
+70% +$25.5K 0.02% 329
2021
Q1
$29K Buy
+150
New +$29K 0.01% 343