Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.2K Buy
280
+1
+0.4% +$76 0.01% 498
2025
Q1
$20.9K Sell
279
-10
-3% -$750 0.01% 475
2024
Q4
$22.1K Sell
289
-94
-25% -$7.18K 0.01% 591
2024
Q3
$29.9K Sell
383
-625
-62% -$48.7K 0.01% 418
2024
Q2
$72K Buy
1,008
+76
+8% +$5.43K 0.04% 181
2024
Q1
$75.7K Buy
932
+312
+50% +$25.3K 0.04% 175
2023
Q4
$45.3K Buy
620
+5
+0.8% +$366 0.03% 167
2023
Q3
$40.6K Buy
615
+4
+0.7% +$264 0.03% 154
2023
Q2
$45.4K Sell
611
-1
-0.2% -$74 0.04% 154
2023
Q1
$47.3K Buy
612
+8
+1% +$618 0.04% 154
2022
Q4
$46.1K Buy
604
+4
+0.7% +$306 0.04% 158
2022
Q3
$42K Buy
+600
New +$42K 0.03% 170