Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.7K Sell
19,795
-31
-0.2% -$75 0.01% 426
2025
Q1
$46.2K Sell
19,826
-1,408
-7% -$3.28K 0.01% 418
2024
Q4
$39.3K Buy
21,234
+1,184
+6% +$2.19K 0.01% 390
2024
Q3
$48.9K Buy
20,050
+8,403
+72% +$20.5K 0.01% 360
2024
Q2
$23.9K Sell
11,647
-11,642
-50% -$23.9K ﹤0.01% 416
2024
Q1
$57.8K Buy
23,289
+944
+4% +$2.34K 0.01% 355
2023
Q4
$62.6K Sell
22,345
-25
-0.1% -$70 0.01% 332
2023
Q3
$57.7K Sell
22,370
-786
-3% -$2.03K 0.01% 341
2023
Q2
$73.6K Buy
23,156
+142
+0.6% +$452 0.01% 320
2023
Q1
$64.9K Buy
23,014
+949
+4% +$2.68K 0.01% 343
2022
Q4
$60K Buy
+22,065
New +$60K 0.01% 350