Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.3K Hold
1,419
﹤0.01% 895
2025
Q1
$81.5K Sell
1,419
-95
-6% -$5.46K ﹤0.01% 855
2024
Q4
$74.9K Buy
1,514
+26
+2% +$1.29K ﹤0.01% 776
2024
Q3
$67.2K Sell
1,488
-388
-21% -$17.5K ﹤0.01% 794
2024
Q2
$81.6K Sell
1,876
-2
-0.1% -$87 ﹤0.01% 735
2024
Q1
$73.9K Hold
1,878
﹤0.01% 764
2023
Q4
$76.1K Sell
1,878
-913
-33% -$37K ﹤0.01% 757
2023
Q3
$110K Hold
2,791
﹤0.01% 678
2023
Q2
$111K Buy
2,791
+25
+0.9% +$991 ﹤0.01% 678
2023
Q1
$94.4K Buy
2,766
+1,372
+98% +$46.8K ﹤0.01% 709
2022
Q4
$43K Sell
1,394
-20
-1% -$617 ﹤0.01% 887
2022
Q3
$37K Buy
1,414
+487
+53% +$12.7K ﹤0.01% 943
2022
Q2
$30K Sell
927
-805
-46% -$26.1K ﹤0.01% 1042
2022
Q1
$59K Hold
1,732
﹤0.01% 920
2021
Q4
$52K Buy
+1,732
New +$52K ﹤0.01% 987