Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Sell
377
-19
-5% -$5.63K 0.02% 105
2025
Q1
$116K Buy
396
+24
+6% +$7.06K 0.03% 95
2024
Q4
$97.1K Buy
372
+27
+8% +$7.05K 0.02% 102
2024
Q3
$111K Buy
345
+87
+34% +$28K 0.03% 100
2024
Q2
$79.8K Buy
258
+2
+0.8% +$619 0.02% 104
2024
Q1
$80.6K Sell
256
-27
-10% -$8.5K 0.02% 109
2023
Q4
$85.7K Hold
283
0.03% 113
2023
Q3
$75.8K Hold
283
0.03% 116
2023
Q2
$63.7K Hold
283
0.03% 126
2023
Q1
$68.5K Hold
283
0.03% 124
2022
Q4
$74K Hold
283
0.04% 123
2022
Q3
$70K Hold
283
0.04% 123
2022
Q2
$69K Hold
283
0.05% 128
2022
Q1
$64K Hold
283
0.04% 136
2021
Q4
$64K Hold
283
0.04% 136
2021
Q3
$59K Buy
+283
New +$59K 0.03% 146