Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$660 Buy
27
+3
+13% +$73 0.03% 236
2025
Q1
$665 Sell
24
-5
-17% -$139 0.04% 226
2024
Q4
$946 Hold
29
0.04% 225
2024
Q3
$1.04K Sell
29
-60
-67% -$2.15K 0.09% 114
2024
Q2
$3.12K Sell
89
-20
-18% -$700 0.26% 102
2024
Q1
$3.29K Sell
109
-8
-7% -$242 0.16% 127
2023
Q4
$3.53K Buy
117
+31
+36% +$935 0.17% 124
2023
Q3
$2.21K Hold
86
0.1% 146
2023
Q2
$2.64K Sell
86
-34
-28% -$1.04K 0.16% 100
2023
Q1
$3.52K Sell
120
-77
-39% -$2.26K 0.24% 98
2022
Q4
$5.29K Buy
+197
New +$5.29K 0.36% 81