Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32K Buy
1,040
+40
+4% +$1.23K 0.01% 437
2025
Q1
$34K Sell
1,000
-253
-20% -$8.6K 0.02% 412
2024
Q4
$37K Hold
1,253
0.02% 389
2024
Q3
$39K Sell
1,253
-106
-8% -$3.3K 0.02% 378
2024
Q2
$49K Buy
1,359
+1
+0.1% +$36 0.03% 336
2024
Q1
$52K Hold
1,358
0.03% 323
2023
Q4
$48K Buy
1,358
+2
+0.1% +$71 0.03% 311
2023
Q3
$53K Sell
1,356
-181
-12% -$7.07K 0.04% 295
2023
Q2
$54K Buy
1,537
+258
+20% +$9.06K 0.04% 290
2023
Q1
$49K Buy
1,279
+179
+16% +$6.86K 0.04% 280
2022
Q4
$38K Buy
1,100
+100
+10% +$3.46K 0.03% 304
2022
Q3
$29K Hold
1,000
0.03% 326
2022
Q2
$28K Hold
1,000
0.03% 336
2022
Q1
$29K Buy
+1,000
New +$29K 0.02% 351