Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.57K Sell
329
-800
-71% -$8.67K ﹤0.01% 169
2025
Q1
$11.3K Sell
1,129
-1,999
-64% -$20K 0.01% 128
2024
Q4
$31K Hold
3,128
0.02% 99
2024
Q3
$33K Buy
3,128
+14
+0.4% +$148 0.02% 99
2024
Q2
$39.1K Buy
3,114
+250
+9% +$3.14K 0.03% 89
2024
Q1
$38K Hold
2,864
0.03% 91
2023
Q4
$34.9K Hold
2,864
0.03% 102
2023
Q3
$35.3K Sell
2,864
-614
-18% -$7.56K 0.03% 92
2023
Q2
$52.6K Buy
3,478
+7
+0.2% +$106 0.04% 78
2023
Q1
$43.7K Buy
3,471
+758
+28% +$9.55K 0.03% 82
2022
Q4
$31.6K Buy
2,713
+353
+15% +$4.11K 0.03% 100
2022
Q3
$26K Buy
2,360
+505
+27% +$5.56K 0.02% 96
2022
Q2
$21K Hold
1,855
0.02% 104
2022
Q1
$31K Buy
1,855
+1,000
+117% +$16.7K 0.02% 96
2021
Q4
$18K Buy
+855
New +$18K 0.01% 132