Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.4K Sell
338
-1
-0.3% -$152 0.02% 229
2025
Q1
$49.8K Sell
339
-23
-6% -$3.38K 0.02% 226
2024
Q4
$46.8K Sell
362
-25
-6% -$3.23K 0.02% 242
2024
Q3
$52.9K Buy
387
+2
+0.5% +$273 0.03% 229
2024
Q2
$39.3K Sell
385
-141
-27% -$14.4K 0.02% 281
2024
Q1
$46.7K Sell
526
-2,604
-83% -$231K 0.02% 243
2023
Q4
$286K Buy
3,130
+11
+0.4% +$1.01K 0.2% 50
2023
Q3
$244K Buy
3,119
+253
+9% +$19.8K 0.19% 46
2023
Q2
$240K Buy
2,866
+163
+6% +$13.6K 0.19% 56
2023
Q1
$238K Buy
2,703
+687
+34% +$60.4K 0.18% 56
2022
Q4
$202K Buy
2,016
+160
+9% +$16K 0.16% 62
2022
Q3
$171K Buy
1,856
+45
+2% +$4.15K 0.14% 67
2022
Q2
$196K Buy
1,811
+299
+20% +$32.4K 0.2% 62
2022
Q1
$188K Buy
1,512
+519
+52% +$64.5K 0.17% 69
2021
Q4
$147K Buy
+993
New +$147K 0.14% 78