Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.6K Buy
459
+39
+9% +$2.77K 0.01% 221
2025
Q1
$26.7K Sell
420
-338
-45% -$21.5K 0.01% 234
2024
Q4
$57.4K Sell
758
-10
-1% -$757 0.01% 176
2024
Q3
$67.9K Buy
768
+128
+20% +$11.3K 0.02% 161
2024
Q2
$48.2K Hold
640
0.01% 182
2024
Q1
$60.1K Sell
640
-50
-7% -$4.7K 0.02% 165
2023
Q4
$74.9K Buy
690
+300
+77% +$32.6K 0.03% 143
2023
Q3
$37.3K Buy
390
+240
+160% +$22.9K 0.02% 195
2023
Q2
$16.6K Hold
150
0.01% 261
2023
Q1
$18.4K Hold
150
0.01% 254
2022
Q4
$17.6K Sell
150
-171
-53% -$20K 0.01% 242
2022
Q3
$26.7K Hold
321
0.02% 226
2022
Q2
$32.8K Hold
321
0.03% 207
2022
Q1
$43.2K Sell
321
-58
-15% -$7.81K 0.04% 199
2021
Q4
$63.2K Buy
+379
New +$63.2K 0.05% 174