Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Buy
134
+12
+10% +$10.7K 0.02% 347
2025
Q1
$82.9K Buy
122
+50
+69% +$34K 0.02% 395
2024
Q4
$45.4K Hold
72
0.01% 494
2024
Q3
$55.8K Hold
72
0.01% 463
2024
Q2
$59.4K Hold
72
0.01% 433
2024
Q1
$50.3K Hold
72
0.01% 441
2023
Q4
$41.9K Hold
72
0.01% 457
2023
Q3
$33K Hold
72
0.01% 476
2023
Q2
$34.9K Buy
72
+14
+24% +$6.79K 0.01% 468
2023
Q1
$23.2K Hold
58
0.01% 517
2022
Q4
$17.6K Hold
58
0.01% 516
2022
Q3
$18K Hold
58
0.01% 517
2022
Q2
$17K Hold
58
0.01% 531
2022
Q1
$21K Hold
58
0.01% 493
2021
Q4
$25K Hold
58
0.01% 450
2021
Q3
$19K Buy
58
+4
+7% +$1.31K 0.01% 479
2021
Q2
$19K Buy
+54
New +$19K 0.01% 476