Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.5K Buy
234
+1
+0.4% +$331 0.04% 123
2025
Q1
$76.8K Sell
233
-7
-3% -$2.31K 0.04% 114
2024
Q4
$66.1K Buy
240
+1
+0.4% +$276 0.04% 127
2024
Q3
$82.7K Sell
239
-5
-2% -$1.73K 0.05% 103
2024
Q2
$80.6K Sell
244
-3
-1% -$991 0.05% 99
2024
Q1
$89.7K Sell
247
-1
-0.4% -$363 0.06% 93
2023
Q4
$74.4K Hold
248
0.05% 105
2023
Q3
$70.8K Buy
248
+1
+0.4% +$286 0.06% 86
2023
Q2
$69.3K Buy
247
+1
+0.4% +$280 0.06% 88
2023
Q1
$62.9K Buy
246
+1
+0.4% +$256 0.06% 84
2022
Q4
$81.2K Hold
245
0.09% 61
2022
Q3
$67.9K Buy
245
+1
+0.4% +$277 0.07% 70
2022
Q2
$64.3K Buy
244
+1
+0.4% +$263 0.06% 76
2022
Q1
$58.2K Buy
243
+1
+0.4% +$240 0.05% 83
2021
Q4
$55.6K Buy
+242
New +$55.6K 0.04% 93