Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89.6K Sell
677
-142
-17% -$18.8K ﹤0.01% 880
2025
Q1
$97.8K Sell
819
-116
-12% -$13.9K ﹤0.01% 769
2024
Q4
$123K Buy
935
+443
+90% +$58.2K ﹤0.01% 650
2024
Q3
$62.4K Sell
492
-163
-25% -$20.7K ﹤0.01% 810
2024
Q2
$99.3K Buy
655
+324
+98% +$49.1K ﹤0.01% 686
2024
Q1
$54.6K Buy
331
+7
+2% +$1.16K ﹤0.01% 816
2023
Q4
$44.1K Buy
324
+109
+51% +$14.8K ﹤0.01% 858
2023
Q3
$29.5K Sell
215
-17
-7% -$2.33K ﹤0.01% 964
2023
Q2
$29.7K Sell
232
-98
-30% -$12.6K ﹤0.01% 980
2023
Q1
$41.1K Buy
330
+22
+7% +$2.74K ﹤0.01% 891
2022
Q4
$26K Buy
308
+9
+3% +$760 ﹤0.01% 1013
2022
Q3
$32K Buy
299
+4
+1% +$428 ﹤0.01% 973
2022
Q2
$26K Sell
295
-145
-33% -$12.8K ﹤0.01% 1075
2022
Q1
$76K Buy
440
+88
+25% +$15.2K ﹤0.01% 835
2021
Q4
$59K Buy
+352
New +$59K ﹤0.01% 942