Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.8K Buy
934
+3
+0.3% +$285 0.01% 422
2025
Q1
$90.7K Buy
931
+63
+7% +$6.13K 0.01% 407
2024
Q4
$90.3K Buy
868
+41
+5% +$4.27K 0.01% 405
2024
Q3
$81.6K Buy
827
+97
+13% +$9.57K 0.01% 417
2024
Q2
$75.1K Sell
730
-4
-0.5% -$412 0.01% 412
2024
Q1
$90.9K Buy
734
+4
+0.5% +$496 0.02% 377
2023
Q4
$71.3K Buy
+730
New +$71.3K 0.01% 399
2023
Q3
Sell
-550
Closed -$46K 735
2023
Q2
$46K Buy
550
+18
+3% +$1.51K 0.01% 464
2023
Q1
$38.9K Buy
532
+22
+4% +$1.61K 0.01% 482
2022
Q4
$33.7K Sell
510
-143
-22% -$9.44K 0.01% 477
2022
Q3
$36K Buy
653
+30
+5% +$1.65K 0.01% 436
2022
Q2
$34K Hold
623
0.01% 440
2022
Q1
$37K Hold
623
0.01% 453
2021
Q4
$37K Buy
+623
New +$37K 0.01% 415
2021
Q3
Sell
-308
Closed -$18K 732
2021
Q2
$18K Buy
308
+83
+37% +$4.85K 0.01% 551
2021
Q1
$14K Buy
+225
New +$14K 0.01% 478