Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.9K Sell
1,865
-190
-9% -$6.92K 0.02% 280
2025
Q1
$68K Buy
2,055
+1,210
+143% +$40K 0.03% 289
2024
Q4
$23.9K Hold
845
0.01% 317
2024
Q3
$21.1K Buy
845
+90
+12% +$2.25K 0.01% 315
2024
Q2
$17.3K Hold
755
0.01% 339
2024
Q1
$18.5K Buy
755
+105
+16% +$2.58K 0.01% 312
2023
Q4
$16K Hold
650
0.01% 326
2023
Q3
$15K Buy
650
+185
+40% +$4.26K 0.01% 305
2023
Q2
$12.5K Hold
465
0.01% 211
2023
Q1
$16.2K Hold
465
0.02% 199
2022
Q4
$17.2K Sell
465
-50
-10% -$1.85K 0.02% 210
2022
Q3
$16.7K Hold
515
0.02% 203
2022
Q2
$19.9K Buy
515
+205
+66% +$7.92K 0.02% 203
2022
Q1
$11.2K Buy
+310
New +$11.2K 0.01% 229