Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.9K Buy
358
+65
+22% +$13.6K ﹤0.01% 950
2025
Q1
$53.1K Sell
293
-179
-38% -$32.5K ﹤0.01% 1023
2024
Q4
$89.5K Sell
472
-4,438
-90% -$841K ﹤0.01% 725
2024
Q3
$892K Buy
4,910
+209
+4% +$38K 0.01% 342
2024
Q2
$743K Buy
4,701
+156
+3% +$24.7K 0.01% 352
2024
Q1
$662K Sell
4,545
-193
-4% -$28.1K 0.01% 372
2023
Q4
$601K Sell
4,738
-48
-1% -$6.09K 0.01% 396
2023
Q3
$509K Buy
4,786
+16
+0.3% +$1.7K 0.01% 401
2023
Q2
$523K Sell
4,770
-4
-0.1% -$439 0.01% 411
2023
Q1
$482K Hold
4,774
0.01% 416
2022
Q4
$476K Sell
4,774
-93
-2% -$9.27K 0.01% 422
2022
Q3
$396K Buy
4,867
+8
+0.2% +$651 0.01% 471
2022
Q2
$399K Hold
4,859
0.01% 505
2022
Q1
$468K Sell
4,859
-12
-0.2% -$1.16K 0.01% 485
2021
Q4
$449K Buy
+4,871
New +$449K 0.01% 497