Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.3K Sell
85
-152
-64% -$43.5K 0.01% 447
2025
Q1
$82.8K Hold
237
0.02% 281
2024
Q4
$108K Sell
237
-12
-5% -$5.47K 0.03% 260
2024
Q3
$109K Sell
249
-18
-7% -$7.87K 0.03% 275
2024
Q2
$127K Sell
267
-17
-6% -$8.06K 0.04% 250
2024
Q1
$166K Sell
284
-35
-11% -$20.5K 0.06% 255
2023
Q4
$140K Buy
319
+32
+11% +$14K 0.06% 261
2023
Q3
$114K Hold
287
0.03% 317
2023
Q2
$98.3K Sell
287
-114
-28% -$39K 0.03% 355
2023
Q1
$109K Buy
401
+7
+2% +$1.91K 0.03% 335
2022
Q4
$83K Buy
+394
New +$83K 0.02% 389