Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.2K Buy
2,632
+669
+34% +$19.6K 0.02% 666
2025
Q1
$46.5K Sell
1,963
-1,001
-34% -$23.7K 0.01% 830
2024
Q4
$94K Sell
2,964
-271
-8% -$8.6K 0.01% 442
2024
Q3
$83.7K Buy
3,235
+1,876
+138% +$48.5K 0.02% 477
2024
Q2
$31.8K Sell
1,359
-38
-3% -$890 0.01% 861
2024
Q1
$29.4K Buy
1,397
+12
+0.9% +$253 0.01% 695
2023
Q4
$37.7K Sell
1,385
-500
-27% -$13.6K 0.01% 395
2023
Q3
$46.1K Buy
1,885
+264
+16% +$6.46K 0.01% 309
2023
Q2
$42.2K Buy
1,621
+539
+50% +$14K 0.01% 238
2023
Q1
$37.8K Sell
1,082
-127
-11% -$4.44K 0.01% 316
2022
Q4
$35.2K Buy
+1,209
New +$35.2K 0.01% 116