Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.5K Sell
78
-26
-25% -$3.49K ﹤0.01% 969
2025
Q1
$10.3K Buy
104
+5
+5% +$496 ﹤0.01% 945
2024
Q4
$14.1K Sell
99
-184
-65% -$26.3K 0.01% 857
2024
Q3
$32.6K Sell
283
-30
-10% -$3.45K 0.02% 377
2024
Q2
$40.6K Sell
313
-5
-2% -$648 0.02% 274
2024
Q1
$39.3K Sell
318
-10
-3% -$1.24K 0.02% 282
2023
Q4
$39.8K Hold
328
0.03% 184
2023
Q3
$29.9K Buy
328
+20
+6% +$1.82K 0.02% 189
2023
Q2
$30.3K Sell
308
-90
-23% -$8.85K 0.02% 198
2023
Q1
$28.9K Sell
398
-14
-3% -$1.02K 0.02% 212
2022
Q4
$30.3K Hold
412
0.02% 199
2022
Q3
$37K Buy
412
+14
+4% +$1.26K 0.03% 181
2022
Q2
$38K Hold
398
0.04% 165
2022
Q1
$60K Sell
398
-17
-4% -$2.56K 0.05% 133
2021
Q4
$73.9K Buy
+415
New +$73.9K 0.07% 116