Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.5K Sell
877
-672
-43% -$16.4K 0.01% 205
2025
Q1
$42.9K Sell
1,549
-85
-5% -$2.35K 0.01% 162
2024
Q4
$53.3K Hold
1,634
0.02% 149
2024
Q3
$58.6K Sell
1,634
-3,557
-69% -$128K 0.02% 148
2024
Q2
$182K Hold
5,191
0.07% 87
2024
Q1
$157K Hold
5,191
0.06% 94
2023
Q4
$156K Hold
5,191
0.07% 87
2023
Q3
$133K Hold
5,191
0.07% 92
2023
Q2
$159K Hold
5,191
0.08% 89
2023
Q1
$152K Hold
5,191
0.08% 90
2022
Q4
$139K Sell
5,191
-101
-2% -$2.71K 0.09% 93
2022
Q3
$132K Hold
5,292
0.08% 95
2022
Q2
$173K Sell
5,292
-60
-1% -$1.96K 0.1% 87
2022
Q1
$194K Hold
5,352
0.09% 84
2021
Q4
$202K Hold
5,352
0.09% 88
2021
Q3
$146K Hold
5,352
0.07% 106
2021
Q2
$162K Buy
+5,352
New +$162K 0.08% 105