Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.9K Buy
423
+4
+1% +$529 0.03% 152
2025
Q1
$62.8K Sell
419
-410
-49% -$61.5K 0.03% 131
2024
Q4
$126K Hold
829
0.07% 87
2024
Q3
$141K Buy
829
+6
+0.7% +$1.02K 0.08% 76
2024
Q2
$136K Buy
823
+12
+1% +$1.98K 0.08% 72
2024
Q1
$142K Sell
811
-188
-19% -$32.9K 0.09% 69
2023
Q4
$170K Hold
999
0.12% 62
2023
Q3
$169K Buy
999
+7
+0.7% +$1.19K 0.15% 45
2023
Q2
$184K Buy
992
+6
+0.6% +$1.11K 0.15% 43
2023
Q1
$180K Buy
986
+13
+1% +$2.37K 0.18% 38
2022
Q4
$176K Hold
973
0.19% 37
2022
Q3
$159K Buy
973
+6
+0.6% +$980 0.17% 36
2022
Q2
$161K Buy
967
+7
+0.7% +$1.17K 0.16% 38
2022
Q1
$161K Buy
960
+11
+1% +$1.84K 0.14% 45
2021
Q4
$165K Buy
+949
New +$165K 0.12% 46