Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.6K Sell
2,538
-352
-12% -$13.4K ﹤0.01% 849
2025
Q1
$124K Buy
2,890
+417
+17% +$17.8K ﹤0.01% 696
2024
Q4
$100K Buy
2,473
+1,156
+88% +$46.8K ﹤0.01% 698
2024
Q3
$50.5K Buy
1,317
+286
+28% +$11K ﹤0.01% 873
2024
Q2
$48.3K Sell
1,031
-68
-6% -$3.19K ﹤0.01% 831
2024
Q1
$57K Buy
1,099
+59
+6% +$3.06K ﹤0.01% 806
2023
Q4
$45.7K Sell
1,040
-120
-10% -$5.27K ﹤0.01% 847
2023
Q3
$55.2K Hold
1,160
﹤0.01% 814
2023
Q2
$44.2K Hold
1,160
﹤0.01% 875
2023
Q1
$41.9K Hold
1,160
﹤0.01% 881
2022
Q4
$59K Sell
1,160
-111
-9% -$5.65K ﹤0.01% 806
2022
Q3
$58K Buy
1,271
+57
+5% +$2.6K ﹤0.01% 839
2022
Q2
$54K Buy
1,214
+54
+5% +$2.4K ﹤0.01% 900
2022
Q1
$63K Hold
1,160
﹤0.01% 894
2021
Q4
$39K Buy
+1,160
New +$39K ﹤0.01% 1061