Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.1K Sell
194
-258
-57% -$90.6K ﹤0.01% 997
2025
Q1
$143K Buy
452
+211
+88% +$66.8K ﹤0.01% 651
2024
Q4
$81.3K Sell
241
-1,507
-86% -$508K ﹤0.01% 753
2024
Q3
$557K Sell
1,748
-47
-3% -$15K 0.01% 395
2024
Q2
$577K Buy
1,795
+26
+1% +$8.36K 0.01% 388
2024
Q1
$614K Hold
1,769
0.01% 382
2023
Q4
$642K Sell
1,769
-1
-0.1% -$363 0.01% 384
2023
Q3
$527K Buy
1,770
+33
+2% +$9.82K 0.01% 396
2023
Q2
$574K Sell
1,737
-5
-0.3% -$1.65K 0.01% 397
2023
Q1
$580K Sell
1,742
-8
-0.5% -$2.66K 0.01% 395
2022
Q4
$422K Sell
1,750
-416
-19% -$100K 0.01% 443
2022
Q3
$480K Sell
2,166
-472
-18% -$105K 0.01% 450
2022
Q2
$631K Buy
2,638
+790
+43% +$189K 0.01% 431
2022
Q1
$587K Hold
1,848
0.01% 451
2021
Q4
$741K Buy
+1,848
New +$741K 0.01% 429