Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25K Sell
862
-2,468
-74% -$71.5K 0.02% 54
2025
Q1
$94.2K Buy
3,330
+1
+0% +$28 0.08% 28
2024
Q4
$75.8K Buy
3,329
+2,468
+287% +$56.2K 0.06% 31
2024
Q3
$18.9K Buy
861
+1
+0.1% +$22 0.02% 45
2024
Q2
$16.4K Buy
860
+1
+0.1% +$19 0.01% 44
2024
Q1
$15.1K Buy
859
+1
+0.1% +$18 0.01% 48
2023
Q4
$14.4K Buy
858
+1
+0.1% +$17 0.02% 43
2023
Q3
$12.9K Hold
857
0.02% 48
2023
Q2
$13.7K Buy
857
+1
+0.1% +$16 0.03% 45
2023
Q1
$16.5K Buy
856
+1
+0.1% +$19 0.07% 38
2022
Q4
$15.8K Buy
855
+1
+0.1% +$18 0.03% 41
2022
Q3
$13K Hold
854
0.02% 40
2022
Q2
$17K Sell
854
-275
-24% -$5.47K 0.05% 33
2022
Q1
$20K Buy
1,129
+1
+0.1% +$18 0.02% 40
2021
Q4
$20K Buy
+1,128
New +$20K 0.01% 54
2021
Q1
Sell
-1,124
Closed -$24K 134
2020
Q4
$24K Buy
+1,124
New +$24K 0.02% 67