Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Sell
184
-76
-29% -$60.5K ﹤0.01% 689
2025
Q1
$212K Buy
260
+66
+34% +$53.8K ﹤0.01% 564
2024
Q4
$183K Buy
194
+69
+55% +$65.1K ﹤0.01% 570
2024
Q3
$111K Sell
125
-6
-5% -$5.33K ﹤0.01% 674
2024
Q2
$99.1K Buy
131
+66
+102% +$49.9K ﹤0.01% 687
2024
Q1
$53.6K Buy
65
+15
+30% +$12.4K ﹤0.01% 820
2023
Q4
$40.3K Sell
50
-5
-9% -$4.03K ﹤0.01% 878
2023
Q3
$39.9K Buy
55
+18
+49% +$13.1K ﹤0.01% 886
2023
Q2
$29K Buy
37
+1
+3% +$784 ﹤0.01% 987
2023
Q1
$26K Sell
36
-4
-10% -$2.88K ﹤0.01% 1013
2022
Q4
$26K Sell
40
-11
-22% -$7.15K ﹤0.01% 1018
2022
Q3
$29K Sell
51
-19
-27% -$10.8K ﹤0.01% 1000
2022
Q2
$46K Buy
70
+4
+6% +$2.63K ﹤0.01% 937
2022
Q1
$49K Sell
66
-4
-6% -$2.97K ﹤0.01% 973
2021
Q4
$59K Buy
+70
New +$59K ﹤0.01% 946