Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.7K Sell
160
-60
-27% -$16.8K 0.04% 102
2025
Q1
$68.5K Hold
220
0.06% 58
2024
Q4
$57.3K Hold
220
0.05% 62
2024
Q3
$70.9K Hold
220
0.06% 57
2024
Q2
$67.3K Hold
220
0.06% 52
2024
Q1
$60.2K Hold
220
0.06% 58
2023
Q4
$59.3K Sell
220
-60
-21% -$16.2K 0.06% 56
2023
Q3
$75.3K Hold
280
0.08% 53
2023
Q2
$62.2K Hold
280
0.06% 62
2023
Q1
$64.9K Hold
280
0.07% 62
2022
Q4
$80K Hold
280
0.08% 60
2022
Q3
$63K Hold
280
0.07% 64
2022
Q2
$68K Sell
280
-70
-20% -$17K 0.08% 64
2022
Q1
$85K Hold
350
0.09% 61
2021
Q4
$79K Hold
350
0.08% 72
2021
Q3
$74K Sell
350
-20
-5% -$4.23K 0.08% 69
2021
Q2
$90K Buy
370
+20
+6% +$4.87K 0.1% 67
2021
Q1
$87K Buy
+350
New +$87K 0.11% 64