Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.28K Sell
148
-86
-37% -$2.49K 0.21% 70
2025
Q1
$6.62K Buy
234
+10
+4% +$283 0.38% 58
2024
Q4
$5.1K Buy
224
+64
+40% +$1.46K 0.22% 74
2024
Q3
$3.52K Sell
160
-6
-4% -$132 0.31% 69
2024
Q2
$3.17K Sell
166
-962
-85% -$18.4K 0.26% 95
2024
Q1
$19.9K Sell
1,128
-135
-11% -$2.38K 0.99% 17
2023
Q4
$21.2K Sell
1,263
-72
-5% -$1.21K 1.04% 21
2023
Q3
$20.1K Buy
1,335
+1,071
+406% +$16.1K 0.92% 27
2023
Q2
$4.21K Sell
264
-1
-0.4% -$16 0.26% 55
2023
Q1
$5.1K Sell
265
-13
-5% -$250 0.34% 56
2022
Q4
$5.12K Buy
+278
New +$5.12K 0.34% 84