Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.6K Sell
3,789
-146
-4% -$3.8K 0.01% 961
2025
Q1
$99.9K Buy
3,935
+280
+8% +$7.11K 0.01% 947
2024
Q4
$77.3K Buy
3,655
+475
+15% +$10.1K 0.01% 1008
2024
Q3
$61.4K Hold
3,180
0.01% 1069
2024
Q2
$54K Hold
3,180
0.01% 1093
2024
Q1
$54.5K Sell
3,180
-70
-2% -$1.2K 0.01% 1080
2023
Q4
$61.5K Hold
3,250
0.01% 988
2023
Q3
$53.6K Sell
3,250
-365
-10% -$6.02K 0.01% 984
2023
Q2
$65.1K Buy
3,615
+755
+26% +$13.6K 0.01% 940
2023
Q1
$51.9K Buy
2,860
+710
+33% +$12.9K 0.01% 982
2022
Q4
$33K Sell
2,150
-940
-30% -$14.4K ﹤0.01% 1105
2022
Q3
$40K Hold
3,090
0.01% 970
2022
Q2
$51K Buy
+3,090
New +$51K 0.01% 913