Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.4K Buy
3,356
+53
+2% +$575 0.01% 300
2025
Q1
$33.1K Buy
3,303
+2,510
+317% +$25.2K 0.01% 305
2024
Q4
$7.85K Buy
793
+2
+0.3% +$20 ﹤0.01% 1025
2024
Q3
$8.35K Buy
791
+3
+0.4% +$32 ﹤0.01% 1035
2024
Q2
$9.88K Sell
788
-233
-23% -$2.92K 0.01% 1018
2024
Q1
$13.6K Buy
1,021
+11
+1% +$146 0.01% 924
2023
Q4
$12.3K Sell
1,010
-11,337
-92% -$138K 0.01% 301
2023
Q3
$153K Buy
12,347
+35
+0.3% +$435 0.12% 73
2023
Q2
$186K Sell
12,312
-84
-0.7% -$1.27K 0.14% 69
2023
Q1
$156K Buy
12,396
+728
+6% +$9.17K 0.12% 77
2022
Q4
$136K Buy
11,668
+119
+1% +$1.38K 0.11% 81
2022
Q3
$129K Buy
11,549
+105
+0.9% +$1.17K 0.11% 79
2022
Q2
$127K Sell
11,444
-317
-3% -$3.52K 0.13% 79
2022
Q1
$199K Buy
11,761
+9,906
+534% +$168K 0.18% 67
2021
Q4
$38.5K Buy
+1,855
New +$38.5K 0.04% 175