Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.1K Sell
470
-41
-8% -$8.56K 0.02% 312
2025
Q1
$111K Sell
511
-11
-2% -$2.39K 0.03% 284
2024
Q4
$108K Buy
522
+52
+11% +$10.7K 0.03% 289
2024
Q3
$82.7K Sell
470
-40
-8% -$7.04K 0.02% 327
2024
Q2
$83.1K Buy
510
+92
+22% +$15K 0.03% 311
2024
Q1
$62.2K Hold
418
0.02% 333
2023
Q4
$53.7K Hold
418
0.02% 349
2023
Q3
$44K Hold
418
0.02% 343
2023
Q2
$43.6K Hold
418
0.02% 335
2023
Q1
$42.2K Hold
418
0.02% 317
2022
Q4
$38.6K Hold
418
0.02% 310
2022
Q3
$34K Hold
418
0.02% 293
2022
Q2
$41K Hold
418
0.02% 281
2022
Q1
$50K Hold
418
0.03% 286
2021
Q4
$57K Buy
+418
New +$57K 0.04% 231