Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-536
Closed -$49K 547
2025
Q1
$49K Sell
536
-36
-6% -$3.29K 0.01% 567
2024
Q4
$48.7K Buy
572
+2
+0.4% +$170 0.01% 586
2024
Q3
$50K Sell
570
-383
-40% -$33.6K 0.01% 672
2024
Q2
$75.2K Sell
953
-104
-10% -$8.21K 0.01% 536
2024
Q1
$95.6K Sell
1,057
-91
-8% -$8.23K 0.01% 494
2023
Q4
$101K Buy
1,148
+246
+27% +$21.6K 0.01% 446
2023
Q3
$76.2K Buy
902
+91
+11% +$7.69K 0.01% 481
2023
Q2
$80.2K Sell
811
-32
-4% -$3.17K 0.01% 477
2023
Q1
$80.9K Buy
843
+2
+0.2% +$192 0.01% 463
2022
Q4
$76.5K Buy
841
+110
+15% +$10K 0.01% 473
2022
Q3
$58K Hold
731
0.01% 506
2022
Q2
$61K Sell
731
-108
-13% -$9.01K 0.01% 467
2022
Q1
$69K Buy
839
+446
+113% +$36.7K 0.01% 513
2021
Q4
$29K Buy
+393
New +$29K 0.01% 653