Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.6K Sell
49
-50
-51% -$15.9K 0.76% 26
2025
Q1
$25.8K Sell
99
-23
-19% -$5.99K 1.47% 16
2024
Q4
$49.3K Buy
122
+69
+130% +$27.9K 2.14% 14
2024
Q3
$13.9K Sell
53
-10
-16% -$2.62K 1.23% 19
2024
Q2
$12.5K Sell
63
-84
-57% -$16.6K 1.04% 16
2024
Q1
$25.8K Buy
147
+9
+7% +$1.58K 1.29% 14
2023
Q4
$34.3K Sell
138
-139
-50% -$34.6K 1.69% 15
2023
Q3
$69.3K Buy
277
+7
+3% +$1.75K 3.16% 6
2023
Q2
$70.7K Buy
270
+20
+8% +$5.24K 4.34% 5
2023
Q1
$51.9K Buy
250
+143
+134% +$29.7K 3.47% 4
2022
Q4
$13.2K Buy
+107
New +$13.2K 0.88% 22