Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.8K Buy
1,634
+262
+19% +$14.2K ﹤0.01% 884
2025
Q1
$69.2K Buy
1,372
+39
+3% +$1.97K ﹤0.01% 913
2024
Q4
$60.5K Buy
1,333
+89
+7% +$4.04K ﹤0.01% 838
2024
Q3
$59K Sell
1,244
-221
-15% -$10.5K ﹤0.01% 823
2024
Q2
$67.2K Sell
1,465
-52
-3% -$2.39K ﹤0.01% 767
2024
Q1
$65.7K Buy
1,517
+737
+94% +$31.9K ﹤0.01% 788
2023
Q4
$30.9K Sell
780
-183
-19% -$7.26K ﹤0.01% 936
2023
Q3
$32.5K Sell
963
-53
-5% -$1.79K ﹤0.01% 949
2023
Q2
$34K Hold
1,016
﹤0.01% 943
2023
Q1
$33K Buy
1,016
+609
+150% +$19.8K ﹤0.01% 948
2022
Q4
$11K Sell
407
-202
-33% -$5.46K ﹤0.01% 1281
2022
Q3
$15K Sell
609
-21
-3% -$517 ﹤0.01% 1199
2022
Q2
$17K Sell
630
-538
-46% -$14.5K ﹤0.01% 1240
2022
Q1
$36K Hold
1,168
﹤0.01% 1049
2021
Q4
$38K Buy
+1,168
New +$38K ﹤0.01% 1071