Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80K Sell
254
-12
-5% -$3.78K 0.02% 115
2025
Q1
$68K Buy
266
+124
+87% +$31.7K 0.02% 123
2024
Q4
$57K Hold
142
0.02% 114
2024
Q3
$37K Hold
142
0.01% 129
2024
Q2
$28K Hold
142
0.01% 145
2024
Q1
$24K Hold
142
0.01% 156
2023
Q4
$35K Hold
142
0.01% 130
2023
Q3
$35K Buy
142
+69
+95% +$17K 0.01% 132
2023
Q2
$19K Sell
73
-53
-42% -$13.8K 0.01% 160
2023
Q1
$26K Buy
126
+21
+20% +$4.33K 0.01% 140
2022
Q4
$12K Sell
105
-399
-79% -$45.6K 0.01% 150
2022
Q3
$133K Hold
504
0.06% 59
2022
Q2
$113K Hold
504
0.05% 62
2022
Q1
$181K Buy
+504
New +$181K 0.07% 57