Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-653
Closed -$15K 89
2025
Q1
$15K Buy
653
+20
+3% +$459 0.01% 182
2024
Q4
$14.7K Sell
633
-16
-2% -$371 0.01% 181
2024
Q3
$22.6K Buy
649
+14
+2% +$487 0.02% 154
2024
Q2
$20.6K Hold
635
0.02% 149
2024
Q1
$21.6K Sell
635
-2
-0.3% -$68 0.02% 147
2023
Q4
$25.1K Hold
637
0.02% 141
2023
Q3
$24.3K Buy
+637
New +$24.3K 0.03% 115
2023
Q1
Sell
-273
Closed -$12K 174
2022
Q4
$12K Sell
273
-356
-57% -$15.7K 0.02% 102
2022
Q3
$26K Sell
629
-102
-14% -$4.22K 0.25% 68
2022
Q2
$36K Buy
731
+89
+14% +$4.38K 0.32% 59
2022
Q1
$36K Sell
642
-39
-6% -$2.19K 0.03% 75
2021
Q4
$35K Buy
+681
New +$35K 0.02% 85