Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.3K Hold
2,695
0.01% 568
2025
Q1
$38.6K Sell
2,695
-75
-3% -$1.08K 0.01% 563
2024
Q4
$37.6K Sell
2,770
-7
-0.3% -$95 0.01% 570
2024
Q3
$46.6K Sell
2,777
-138
-5% -$2.32K 0.01% 524
2024
Q2
$44.1K Buy
2,915
+80
+3% +$1.21K 0.01% 518
2024
Q1
$45.4K Buy
2,835
+56
+2% +$897 0.01% 506
2023
Q4
$49.4K Buy
+2,779
New +$49.4K 0.01% 481
2023
Q3
Sell
-2,668
Closed -$51.9K 888
2023
Q2
$51.9K Buy
2,668
+68
+3% +$1.32K 0.01% 440
2023
Q1
$51.6K Hold
2,600
0.01% 433
2022
Q4
$50.2K Buy
+2,600
New +$50.2K 0.01% 417