Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.5K Sell
718
-92
-11% -$2.75K 0.01% 145
2025
Q1
$27.4K Buy
810
+10
+1% +$338 0.02% 129
2024
Q4
$23.6K Buy
800
+13
+2% +$384 0.01% 147
2024
Q3
$24.7K Buy
787
+11
+1% +$345 0.02% 132
2024
Q2
$28K Buy
+776
New +$28K 0.02% 123
2024
Q1
Sell
-759
Closed -$26.9K 109
2023
Q4
$26.9K Sell
759
-20
-3% -$708 0.02% 132
2023
Q3
$30.2K Sell
779
-33
-4% -$1.28K 0.03% 105
2023
Q2
$28.7K Buy
812
+7
+0.9% +$247 0.03% 112
2023
Q1
$30.5K Buy
805
+7
+0.9% +$265 0.03% 128
2022
Q4
$27.9K Buy
798
+7
+0.9% +$244 0.03% 131
2022
Q3
$23K Buy
791
+9
+1% +$262 0.03% 137
2022
Q2
$22K Buy
+782
New +$22K 0.02% 141