Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
445
+190
+75% +$61.1K 0.03% 230
2025
Q1
$68.1K Sell
255
-24
-9% -$6.41K 0.02% 304
2024
Q4
$66.3K Sell
279
-26
-9% -$6.18K 0.02% 324
2024
Q3
$79.8K Sell
305
-86
-22% -$22.5K 0.02% 314
2024
Q2
$87.4K Hold
391
0.03% 294
2024
Q1
$74.7K Hold
391
0.03% 349
2023
Q4
$69.9K Sell
391
-19
-5% -$3.4K 0.03% 369
2023
Q3
$66.4K Hold
410
0.02% 427
2023
Q2
$72.5K Sell
410
-15
-4% -$2.65K 0.02% 425
2023
Q1
$72.7K Hold
425
0.02% 422
2022
Q4
$65K Buy
+425
New +$65K 0.02% 444