Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.3K Buy
5,147
+886
+21% +$8.14K ﹤0.01% 311
2025
Q1
$41.3K Sell
4,261
-5,529
-56% -$53.6K ﹤0.01% 329
2024
Q4
$92.1K Buy
9,790
+27
+0.3% +$254 0.01% 240
2024
Q3
$111K Buy
9,763
+79
+0.8% +$895 0.01% 223
2024
Q2
$94.7K Buy
9,684
+773
+9% +$7.56K 0.01% 233
2024
Q1
$84.7K Buy
8,911
+3,718
+72% +$35.4K 0.01% 245
2023
Q4
$50.1K Buy
5,193
+1,310
+34% +$12.6K 0.01% 296
2023
Q3
$35.6K Buy
3,883
+51
+1% +$467 ﹤0.01% 322
2023
Q2
$38.2K Buy
3,832
+122
+3% +$1.22K 0.01% 321
2023
Q1
$42.2K Sell
3,710
-257
-6% -$2.93K 0.01% 302
2022
Q4
$47.2K Sell
3,967
-276
-7% -$3.29K 0.01% 229
2022
Q3
$46K Sell
4,243
-19
-0.4% -$206 0.01% 224
2022
Q2
$53K Sell
4,262
-4
-0.1% -$50 0.01% 213
2022
Q1
$48K Buy
4,266
+66
+2% +$743 0.01% 222
2021
Q4
$50K Buy
4,200
+3,650
+664% +$43.5K 0.01% 216
2021
Q3
$6K Buy
550
+300
+120% +$3.27K ﹤0.01% 537
2021
Q2
$3K Buy
+250
New +$3K ﹤0.01% 556