Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.7K Buy
1,117
+78
+8% +$3.75K ﹤0.01% 1784
2025
Q1
$50.5K Hold
1,039
﹤0.01% 1758
2024
Q4
$50.8K Sell
1,039
-24
-2% -$1.17K ﹤0.01% 1700
2024
Q3
$66K Buy
1,063
+17
+2% +$1.06K ﹤0.01% 1529
2024
Q2
$59.7K Hold
1,046
﹤0.01% 1480
2024
Q1
$60.3K Sell
1,046
-46
-4% -$2.65K ﹤0.01% 1441
2023
Q4
$74.6K Buy
1,092
+31
+3% +$2.12K ﹤0.01% 1271
2023
Q3
$60.4K Sell
1,061
-24
-2% -$1.37K ﹤0.01% 1264
2023
Q2
$64.7K Sell
1,085
-199
-15% -$11.9K ﹤0.01% 1244
2023
Q1
$81.4K Buy
1,284
+45
+4% +$2.85K ﹤0.01% 1138
2022
Q4
$76.9K Buy
1,239
+381
+44% +$23.6K ﹤0.01% 1127
2022
Q3
$48K Hold
858
﹤0.01% 1282
2022
Q2
$48K Buy
+858
New +$48K ﹤0.01% 1282
2021
Q4
$49K Sell
918
-323
-26% -$17.2K ﹤0.01% 1269
2021
Q3
$59K Buy
1,241
+308
+33% +$14.6K ﹤0.01% 1670
2021
Q2
$61K Sell
933
-244
-21% -$16K ﹤0.01% 1694
2021
Q1
$73K Buy
+1,177
New +$73K ﹤0.01% 1467