Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46K Hold
686
0.01% 362
2025
Q1
$47.7K Sell
686
-19
-3% -$1.32K 0.01% 347
2024
Q4
$51.2K Sell
705
-21
-3% -$1.52K 0.01% 350
2024
Q3
$60.9K Buy
726
+30
+4% +$2.52K 0.02% 349
2024
Q2
$46.4K Sell
696
-366
-34% -$24.4K 0.01% 366
2024
Q1
$83.8K Sell
1,062
-888
-46% -$70K 0.03% 333
2023
Q4
$131K Sell
1,950
-1,226
-39% -$82.1K 0.05% 270
2023
Q3
$170K Buy
3,176
+46
+1% +$2.46K 0.05% 256
2023
Q2
$180K Sell
3,130
-1,831
-37% -$105K 0.05% 260
2023
Q1
$247K Buy
4,961
+115
+2% +$5.72K 0.07% 220
2022
Q4
$226K Buy
+4,846
New +$226K 0.06% 228