Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-101
Closed -$32K 174
2025
Q1
$32K Sell
101
-5
-5% -$1.58K 0.01% 601
2024
Q4
$35.8K Sell
106
-45
-30% -$15.2K 0.01% 594
2024
Q3
$48.1K Sell
151
-18
-11% -$5.74K 0.01% 461
2024
Q2
$54.3K Sell
169
-19
-10% -$6.11K 0.01% 424
2024
Q1
$65.3K Sell
188
-82
-30% -$28.5K 0.01% 373
2023
Q4
$98K Hold
270
0.02% 295
2023
Q3
$80.3K Hold
270
0.02% 291
2023
Q2
$89.2K Hold
270
0.02% 271
2023
Q1
$89.9K Buy
270
+9
+3% +$3K 0.03% 263
2022
Q4
$63.1K Sell
261
-24
-8% -$5.8K 0.02% 308
2022
Q3
$63K Sell
285
-1
-0.3% -$221 0.02% 318
2022
Q2
$68K Hold
286
0.02% 314
2022
Q1
$91K Hold
286
0.02% 289
2021
Q4
$115K Hold
286
0.03% 244
2021
Q3
$97K Hold
286
0.03% 251
2021
Q2
$99K Buy
286
+15
+6% +$5.19K 0.03% 248
2021
Q1
$92K Sell
271
-94
-26% -$31.9K 0.03% 235
2020
Q4
$132K Hold
365
0.04% 158
2020
Q3
$113K Buy
+365
New +$113K 0.04% 163