Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.72K Sell
47
-5
-10% -$396 0.18% 83
2025
Q1
$4.68K Hold
52
0.27% 72
2024
Q4
$5.17K Sell
52
-9
-15% -$895 0.22% 69
2024
Q3
$6.93K Buy
61
+14
+30% +$1.59K 0.62% 27
2024
Q2
$5.82K Sell
47
-2
-4% -$248 0.49% 49
2024
Q1
$6.47K Buy
49
+18
+58% +$2.38K 0.32% 65
2023
Q4
$3.43K Sell
31
-71
-70% -$7.84K 0.17% 140
2023
Q3
$10.5K Buy
102
+20
+24% +$2.06K 0.48% 47
2023
Q2
$9.46K Sell
82
-23
-22% -$2.65K 0.58% 26
2023
Q1
$11.2K Sell
105
-55
-34% -$5.85K 0.75% 22
2022
Q4
$17.8K Buy
+160
New +$17.8K 1.19% 12