Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.4K Buy
270
+5
+2% +$1.79K 0.06% 149
2025
Q1
$72K Sell
265
-30
-10% -$8.16K 0.05% 160
2024
Q4
$97.9K Sell
295
-60
-17% -$19.9K 0.06% 146
2024
Q3
$118K Buy
355
+8
+2% +$2.65K 0.08% 129
2024
Q2
$109K Buy
347
+10
+3% +$3.14K 0.09% 119
2024
Q1
$105K Sell
337
-9
-3% -$2.81K 0.09% 112
2023
Q4
$83.3K Hold
346
0.08% 118
2023
Q3
$73.8K Sell
346
-5
-1% -$1.07K 0.06% 154
2023
Q2
$70.6K Hold
351
0.05% 161
2023
Q1
$60.1K Hold
351
0.05% 172
2022
Q4
$55.1K Sell
351
-172
-33% -$27K 0.05% 173
2022
Q3
$70K Sell
523
-78
-13% -$10.4K 0.06% 197
2022
Q2
$76K Buy
601
+97
+19% +$12.3K 0.06% 202
2022
Q1
$77K Buy
504
+45
+10% +$6.88K 0.05% 216
2021
Q4
$79K Sell
459
-4
-0.9% -$688 0.05% 224
2021
Q3
$69K Buy
463
+136
+42% +$20.3K 0.05% 235
2021
Q2
$49K Sell
327
-209
-39% -$31.3K 0.04% 281
2021
Q1
$74K Hold
536
0.06% 223
2020
Q4
$64K Buy
+536
New +$64K 0.05% 225