Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.9K Buy
343
+3
+0.9% +$681 0.03% 181
2025
Q1
$82.8K Buy
340
+59
+21% +$14.4K 0.04% 165
2024
Q4
$79.1K Sell
281
-11
-4% -$3.1K 0.04% 161
2024
Q3
$79.8K Sell
292
-63
-18% -$17.2K 0.04% 164
2024
Q2
$106K Buy
355
+1
+0.3% +$300 0.06% 140
2024
Q1
$103K Buy
354
+133
+60% +$38.5K 0.05% 150
2023
Q4
$55.9K Buy
221
+1
+0.5% +$253 0.04% 152
2023
Q3
$58.3K Buy
220
+144
+189% +$38.2K 0.05% 125
2023
Q2
$18.9K Hold
76
0.01% 245
2023
Q1
$17.3K Hold
76
0.01% 274
2022
Q4
$13.1K Hold
76
0.01% 309
2022
Q3
$11K Buy
76
+1
+1% +$145 0.01% 325
2022
Q2
$17K Hold
75
0.02% 262
2022
Q1
$17K Hold
75
0.02% 263
2021
Q4
$19.5K Buy
+75
New +$19.5K 0.02% 249