Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.3K Hold
161
0.03% 186
2025
Q1
$61.7K Sell
161
-56
-26% -$21.5K 0.03% 200
2024
Q4
$96.5K Sell
217
-28
-11% -$12.5K 0.05% 167
2024
Q3
$127K Sell
245
-19
-7% -$9.84K 0.06% 156
2024
Q2
$147K Sell
264
-19
-7% -$10.6K 0.07% 141
2024
Q1
$143K Sell
283
-45
-14% -$22.7K 0.07% 150
2023
Q4
$196K Buy
328
+68
+26% +$40.6K 0.1% 122
2023
Q3
$133K Buy
260
+159
+157% +$81.1K 0.08% 147
2023
Q2
$49.4K Sell
101
-7
-6% -$3.42K 0.03% 207
2023
Q1
$41.6K Hold
108
0.03% 216
2022
Q4
$36.3K Buy
108
+37
+52% +$12.5K 0.02% 232
2022
Q3
$20K Buy
71
+7
+11% +$1.97K 0.01% 258
2022
Q2
$23K Buy
64
+17
+36% +$6.11K 0.02% 251
2022
Q1
$21K Sell
47
-16
-25% -$7.15K 0.01% 267
2021
Q4
$36K Hold
63
0.02% 236
2021
Q3
$36K Hold
63
0.02% 234
2021
Q2
$37K Hold
63
0.02% 230
2021
Q1
$30K Hold
63
0.02% 242
2020
Q4
$32K Buy
63
+16
+34% +$8.13K 0.02% 235
2020
Q3
$23K Hold
47
0.02% 242
2020
Q2
$20K Hold
47
0.02% 240
2020
Q1
$15K Sell
47
-15
-24% -$4.79K 0.01% 249
2019
Q4
$20K Hold
62
0.01% 264
2019
Q3
$17K Buy
+62
New +$17K 0.01% 274