Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.9K Sell
512
-79
-13% -$12.3K 0.03% 177
2025
Q1
$97.3K Buy
591
+17
+3% +$2.8K 0.04% 145
2024
Q4
$93.4K Sell
574
-75
-12% -$12.2K 0.04% 147
2024
Q3
$127K Sell
649
-21
-3% -$4.1K 0.06% 128
2024
Q2
$116K Buy
670
+2
+0.3% +$347 0.06% 133
2024
Q1
$113K Buy
668
+267
+67% +$45.2K 0.06% 137
2023
Q4
$79.2K Buy
401
+269
+204% +$53.2K 0.06% 121
2023
Q3
$22.9K Buy
132
+84
+175% +$14.6K 0.02% 219
2023
Q2
$8.35K Sell
48
-5
-9% -$870 0.01% 361
2023
Q1
$8.88K Hold
53
0.01% 380
2022
Q4
$7.81K Sell
53
-200
-79% -$29.5K 0.01% 387
2022
Q3
$38K Buy
253
+200
+377% +$30K 0.03% 180
2022
Q2
$9K Buy
+53
New +$9K 0.01% 362