Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.6K Buy
158
+20
+14% +$5.39K 0.03% 87
2025
Q1
$35K Buy
138
+3
+2% +$761 0.02% 93
2024
Q4
$31.6K Hold
135
0.02% 98
2024
Q3
$34.5K Hold
135
0.02% 93
2024
Q2
$32.1K Buy
135
+2
+2% +$476 0.02% 100
2024
Q1
$30.7K Buy
133
+17
+15% +$3.93K 0.02% 104
2023
Q4
$23K Sell
116
-8
-6% -$1.59K 0.02% 117
2023
Q3
$20.7K Hold
124
0.02% 111
2023
Q2
$23.2K Hold
124
0.02% 110
2023
Q1
$20.5K Buy
124
+23
+23% +$3.81K 0.02% 115
2022
Q4
$14.7K Buy
101
+3
+3% +$437 0.01% 136
2022
Q3
$14K Hold
98
0.01% 126
2022
Q2
$15K Buy
98
+12
+14% +$1.84K 0.01% 129
2022
Q1
$15K Buy
86
+8
+10% +$1.4K 0.01% 132
2021
Q4
$18K Buy
+78
New +$18K 0.01% 131