Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.2K Sell
862
-5
-0.6% -$355 0.04% 188
2025
Q1
$55K Buy
867
+34
+4% +$2.16K 0.04% 185
2024
Q4
$63K Buy
833
+18
+2% +$1.36K 0.04% 176
2024
Q3
$72K Hold
815
0.05% 161
2024
Q2
$61.4K Buy
815
+802
+6,169% +$60.4K 0.05% 149
2024
Q1
$1.22K Sell
13
-51
-80% -$4.79K ﹤0.01% 549
2023
Q4
$6.95K Sell
64
-509
-89% -$55.3K 0.01% 336
2023
Q3
$54.8K Buy
573
+10
+2% +$956 0.04% 175
2023
Q2
$62.1K Sell
563
-15
-3% -$1.66K 0.05% 170
2023
Q1
$70.9K Buy
578
+5
+0.9% +$613 0.06% 154
2022
Q4
$67K Sell
573
-172
-23% -$20.1K 0.06% 157
2022
Q3
$62K Sell
745
-461
-38% -$38.4K 0.05% 211
2022
Q2
$123K Buy
1,206
+188
+18% +$19.2K 0.09% 155
2022
Q1
$137K Sell
1,018
-207
-17% -$27.9K 0.09% 151
2021
Q4
$204K Sell
1,225
-47
-4% -$7.83K 0.13% 128
2021
Q3
$185K Buy
1,272
+59
+5% +$8.58K 0.13% 134
2021
Q2
$188K Sell
1,213
-55
-4% -$8.52K 0.13% 128
2021
Q1
$169K Sell
1,268
-35
-3% -$4.67K 0.13% 131
2020
Q4
$185K Buy
+1,303
New +$185K 0.16% 116