Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.5K Buy
1,409
+344
+32% +$8.41K 0.02% 162
2025
Q1
$29.5K Hold
1,065
0.02% 158
2024
Q4
$34.8K Sell
1,065
-950
-47% -$31K 0.02% 150
2024
Q3
$72.3K Buy
2,015
+450
+29% +$16.1K 0.05% 126
2024
Q2
$54.8K Hold
1,565
0.04% 144
2024
Q1
$47.3K Hold
1,565
0.03% 155
2023
Q4
$47.1K Sell
1,565
-300
-16% -$9.03K 0.03% 151
2023
Q3
$47.9K Sell
1,865
-300
-14% -$7.71K 0.04% 145
2023
Q2
$66K Hold
2,165
0.05% 121
2023
Q1
$64K Buy
2,165
+600
+38% +$17.7K 0.05% 115
2022
Q4
$42K Hold
1,565
0.03% 143
2022
Q3
$39K Sell
1,565
-300
-16% -$7.48K 0.03% 139
2022
Q2
$61K Hold
1,865
0.04% 118
2022
Q1
$68K Hold
1,865
0.04% 123
2021
Q4
$70K Hold
1,865
0.04% 118
2021
Q3
$51K Hold
1,865
0.03% 137
2021
Q2
$56K Buy
+1,865
New +$56K 0.03% 134