Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.1K Buy
1,114
+7
+0.6% +$497 0.04% 50
2025
Q1
$70.2K Sell
1,107
-117
-10% -$7.42K 0.04% 53
2024
Q4
$92.6K Buy
1,224
+5
+0.4% +$378 0.04% 49
2024
Q3
$108K Buy
1,219
+6
+0.5% +$530 0.05% 47
2024
Q2
$91.4K Buy
1,213
+5
+0.4% +$377 0.05% 42
2024
Q1
$112K Buy
1,208
+4
+0.3% +$370 0.06% 38
2023
Q4
$131K Buy
1,204
+4
+0.3% +$434 0.08% 36
2023
Q3
$115K Buy
1,200
+4
+0.3% +$382 0.08% 39
2023
Q2
$132K Buy
1,196
+3
+0.3% +$331 0.09% 35
2023
Q1
$146K Hold
1,193
0.11% 30
2022
Q4
$140K Buy
1,193
+8
+0.7% +$936 0.11% 31
2022
Q3
$99K Buy
1,185
+3
+0.3% +$251 0.08% 34
2022
Q2
$121K Buy
1,182
+3
+0.3% +$307 0.1% 33
2022
Q1
$159K Hold
1,179
0.1% 32
2021
Q4
$196K Sell
1,179
-17
-1% -$2.83K 0.12% 31
2021
Q3
$174K Buy
1,196
+2
+0.2% +$291 0.12% 32
2021
Q2
$184K Sell
1,194
-16
-1% -$2.47K 0.12% 31
2021
Q1
$161K Hold
1,210
0.12% 32
2020
Q4
$171K Buy
+1,210
New +$171K 0.14% 27