Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.7K Buy
300
+17
+6% +$2.25K 0.02% 285
2025
Q1
$33.8K Buy
283
+9
+3% +$1.08K 0.01% 298
2024
Q4
$36K Sell
274
-49
-15% -$6.44K 0.02% 320
2024
Q3
$41K Sell
323
-41
-11% -$5.2K 0.02% 288
2024
Q2
$55.2K Sell
364
-15
-4% -$2.27K 0.03% 221
2024
Q1
$62.5K Buy
379
+215
+131% +$35.5K 0.03% 194
2023
Q4
$22.3K Hold
164
0.02% 242
2023
Q3
$22.5K Hold
164
0.02% 221
2023
Q2
$21K Sell
164
-89
-35% -$11.4K 0.02% 232
2023
Q1
$31.5K Buy
253
+2
+0.8% +$249 0.02% 201
2022
Q4
$21.5K Sell
251
-21
-8% -$1.8K 0.02% 240
2022
Q3
$29K Hold
272
0.02% 205
2022
Q2
$24K Hold
272
0.02% 211
2022
Q1
$47K Buy
272
+10
+4% +$1.73K 0.04% 152
2021
Q4
$43.6K Buy
+262
New +$43.6K 0.04% 161