Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.9K Sell
295
-33
-10% -$7.48K 0.03% 203
2025
Q1
$54.5K Buy
328
+1
+0.3% +$166 0.02% 214
2024
Q4
$64.7K Sell
327
-101
-24% -$20K 0.03% 188
2024
Q3
$74.3K Sell
428
-138
-24% -$23.9K 0.04% 171
2024
Q2
$98.3K Sell
566
-13
-2% -$2.26K 0.05% 151
2024
Q1
$78.7K Buy
579
+39
+7% +$5.3K 0.04% 171
2023
Q4
$56.1K Buy
540
+304
+129% +$31.6K 0.04% 150
2023
Q3
$20.5K Buy
236
+160
+211% +$13.9K 0.02% 230
2023
Q2
$7.63K Sell
76
-208
-73% -$20.9K 0.01% 377
2023
Q1
$26.5K Buy
284
+1
+0.4% +$93 0.02% 219
2022
Q4
$21.1K Buy
283
+56
+25% +$4.18K 0.02% 243
2022
Q3
$16K Buy
227
+31
+16% +$2.19K 0.01% 277
2022
Q2
$16K Sell
196
-19
-9% -$1.55K 0.02% 269
2022
Q1
$22K Hold
215
0.02% 237
2021
Q4
$25.9K Buy
+215
New +$25.9K 0.02% 214