Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.2K Sell
147
-20
-12% -$3.98K ﹤0.01% 1242
2025
Q1
$39.8K Buy
167
+60
+56% +$14.3K ﹤0.01% 1134
2024
Q4
$42.1K Sell
107
-47
-31% -$18.5K ﹤0.01% 1125
2024
Q3
$51.4K Sell
154
-32
-17% -$10.7K ﹤0.01% 1021
2024
Q2
$44.3K Sell
186
-2
-1% -$477 ﹤0.01% 1047
2024
Q1
$58.4K Sell
188
-25
-12% -$7.77K ﹤0.01% 1009
2023
Q4
$59K Sell
213
-1
-0.5% -$277 ﹤0.01% 911
2023
Q3
$58.6K Buy
214
+36
+20% +$9.85K ﹤0.01% 879
2023
Q2
$61.5K Sell
178
-200
-53% -$69.1K ﹤0.01% 878
2023
Q1
$93.4K Sell
378
-11
-3% -$2.72K ﹤0.01% 781
2022
Q4
$101K Buy
389
+95
+32% +$24.6K ﹤0.01% 759
2022
Q3
$77K Buy
294
+12
+4% +$3.14K ﹤0.01% 820
2022
Q2
$63.8K Buy
282
+32
+13% +$7.24K ﹤0.01% 887
2022
Q1
$82.2K Buy
250
+44
+21% +$14.5K ﹤0.01% 885
2021
Q4
$109K Buy
+206
New +$109K ﹤0.01% 865