Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.3K Sell
422
-676
-62% -$32.5K ﹤0.01% 852
2025
Q1
$53.3K Sell
1,098
-157
-13% -$7.62K 0.01% 593
2024
Q4
$61.3K Sell
1,255
-84
-6% -$4.1K 0.01% 539
2024
Q3
$83.2K Sell
1,339
-300
-18% -$18.6K 0.01% 474
2024
Q2
$93.6K Buy
1,639
+68
+4% +$3.88K 0.01% 405
2024
Q1
$90.7K Buy
1,571
+4
+0.3% +$231 0.01% 402
2023
Q4
$107K Sell
1,567
-955
-38% -$65.2K 0.02% 349
2023
Q3
$143K Buy
2,522
+33
+1% +$1.88K 0.03% 287
2023
Q2
$149K Hold
2,489
0.03% 286
2023
Q1
$158K Buy
+2,489
New +$158K 0.03% 266
2022
Q4
Sell
-2,394
Closed -$120K 203
2022
Q3
$120K Buy
2,394
+135
+6% +$6.77K 0.03% 274
2022
Q2
$127K Buy
2,259
+872
+63% +$49K 0.03% 274
2022
Q1
$96K Buy
1,387
+633
+84% +$43.8K 0.02% 319
2021
Q4
$41K Hold
754
0.01% 440
2021
Q3
$36K Hold
754
0.01% 452
2021
Q2
$49K Hold
754
0.01% 403
2021
Q1
$46K Buy
+754
New +$46K 0.01% 398