Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.4K Buy
401
+33
+9% +$6.13K 0.03% 148
2025
Q1
$77.1K Buy
368
+85
+30% +$17.8K 0.03% 127
2024
Q4
$50.3K Buy
283
+18
+7% +$3.2K 0.02% 162
2024
Q3
$52.3K Sell
265
-143
-35% -$28.2K 0.02% 137
2024
Q2
$69.9K Sell
408
-3
-0.7% -$514 0.02% 144
2024
Q1
$74.8K Buy
411
+173
+73% +$31.5K 0.02% 147
2023
Q4
$36.8K Buy
238
+2
+0.8% +$309 0.01% 173
2023
Q3
$35.1K Sell
236
-2
-0.8% -$298 0.01% 163
2023
Q2
$32K Sell
238
-1
-0.4% -$135 0.01% 172
2023
Q1
$38K Sell
239
-3
-1% -$477 0.02% 175
2022
Q4
$39.1K Buy
+242
New +$39.1K 0.02% 159