Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.5K Buy
1,085
+17
+2% +$509 0.02% 149
2025
Q1
$36.1K Buy
1,068
+15
+1% +$507 0.02% 144
2024
Q4
$31.1K Sell
1,053
-507
-33% -$15K 0.02% 158
2024
Q3
$49K Sell
1,560
-370
-19% -$11.6K 0.03% 143
2024
Q2
$69.7K Buy
1,930
+22
+1% +$794 0.05% 121
2024
Q1
$71.9K Hold
1,908
0.05% 121
2023
Q4
$67.6K Buy
1,908
+23
+1% +$814 0.05% 121
2023
Q3
$73K Hold
1,885
0.05% 113
2023
Q2
$66.5K Buy
1,885
+39
+2% +$1.38K 0.05% 122
2023
Q1
$70K Hold
1,846
0.05% 117
2022
Q4
$64.5K Buy
1,846
+19
+1% +$664 0.05% 122
2022
Q3
$52K Buy
1,827
+23
+1% +$655 0.04% 134
2022
Q2
$51K Buy
1,804
+20
+1% +$565 0.04% 108
2022
Q1
$52K Buy
1,784
+182
+11% +$5.31K 0.03% 154
2021
Q4
$43K Buy
1,602
+20
+1% +$537 0.02% 168
2021
Q3
$43K Sell
1,582
-115
-7% -$3.13K 0.03% 165
2021
Q2
$45K Sell
1,697
-332
-16% -$8.8K 0.03% 143
2021
Q1
$49K Buy
+2,029
New +$49K 0.03% 130