Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.3K Sell
597
-279
-32% -$22.1K 0.04% 41
2025
Q1
$78.6K Buy
876
+79
+10% +$7.09K 0.06% 36
2024
Q4
$79.3K Buy
797
+200
+34% +$19.9K 0.06% 28
2024
Q3
$67.8K Hold
597
0.05% 25
2024
Q2
$73.9K Hold
597
0.06% 22
2024
Q1
$78.8K Hold
597
0.07% 20
2023
Q4
$65.1K Hold
597
0.08% 21
2023
Q3
$61.5K Hold
597
0.11% 21
2023
Q2
$68.9K Hold
597
0.17% 17
2023
Q1
$63.5K Hold
597
0.26% 18
2022
Q4
$66.2K Hold
597
0.11% 19
2022
Q3
$51K Hold
597
0.09% 22
2022
Q2
$54K Hold
597
0.14% 23
2022
Q1
$48K Hold
597
0.04% 24
2021
Q4
$45K Buy
+597
New +$45K 0.03% 36
2021
Q1
Sell
-626
Closed -$48K 102
2020
Q4
$48K Buy
+626
New +$48K 0.04% 46