Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.7K Hold
285
0.01% 458
2025
Q1
$22.9K Sell
285
-41
-13% -$3.3K 0.01% 443
2024
Q4
$31.2K Hold
326
0.01% 414
2024
Q3
$32.9K Buy
326
+8
+3% +$808 0.01% 428
2024
Q2
$28.6K Sell
318
-192
-38% -$17.3K 0.01% 442
2024
Q1
$55.5K Sell
510
-453
-47% -$49.3K 0.02% 381
2023
Q4
$114K Sell
963
-523
-35% -$61.9K 0.05% 290
2023
Q3
$158K Sell
1,486
-805
-35% -$85.8K 0.05% 270
2023
Q2
$206K Buy
2,291
+330
+17% +$29.7K 0.06% 245
2023
Q1
$154K Buy
1,961
+141
+8% +$11K 0.04% 280
2022
Q4
$153K Buy
+1,820
New +$153K 0.04% 279