Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.6K Sell
805
-1,109
-58% -$46.3K ﹤0.01% 1242
2025
Q1
$80.8K Buy
1,914
+1,514
+379% +$63.9K ﹤0.01% 860
2024
Q4
$19.4K Sell
400
-5
-1% -$243 ﹤0.01% 1268
2024
Q3
$26.7K Sell
405
-273
-40% -$18K ﹤0.01% 1102
2024
Q2
$39K Buy
678
+246
+57% +$14.2K ﹤0.01% 881
2024
Q1
$27.5K Buy
432
+2
+0.5% +$127 ﹤0.01% 974
2023
Q4
$27.1K Sell
430
-653
-60% -$41.2K ﹤0.01% 978
2023
Q3
$72.5K Hold
1,083
﹤0.01% 750
2023
Q2
$113K Buy
1,083
+400
+59% +$41.7K ﹤0.01% 676
2023
Q1
$83.4K Sell
683
-200
-23% -$24.4K ﹤0.01% 732
2022
Q4
$110K Sell
883
-210
-19% -$26.2K ﹤0.01% 677
2022
Q3
$116K Sell
1,093
-50
-4% -$5.31K ﹤0.01% 694
2022
Q2
$122K Hold
1,143
﹤0.01% 710
2022
Q1
$150K Hold
1,143
﹤0.01% 705
2021
Q4
$125K Buy
+1,143
New +$125K ﹤0.01% 762