Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38K Buy
287
+104
+57% +$13.8K ﹤0.01% 1064
2025
Q1
$21.9K Hold
183
﹤0.01% 1164
2024
Q4
$24.1K Buy
183
+1
+0.5% +$131 ﹤0.01% 1157
2024
Q3
$23.1K Buy
182
+8
+5% +$1.02K ﹤0.01% 1151
2024
Q2
$26.4K Hold
174
﹤0.01% 1079
2024
Q1
$28.7K Hold
174
﹤0.01% 1081
2023
Q4
$23.7K Hold
174
﹤0.01% 1099
2023
Q3
$23.9K Sell
174
-53
-23% -$7.28K ﹤0.01% 1069
2023
Q2
$29.1K Sell
227
-39
-15% -$5K ﹤0.01% 1015
2023
Q1
$33K Buy
266
+46
+21% +$5.72K ﹤0.01% 981
2022
Q4
$19K Sell
220
-10
-4% -$864 ﹤0.01% 1164
2022
Q3
$24K Hold
230
﹤0.01% 1252
2022
Q2
$20K Hold
230
﹤0.01% 1384
2022
Q1
$40K Hold
230
﹤0.01% 1300
2021
Q4
$38K Sell
230
-52
-18% -$8.59K ﹤0.01% 1358
2021
Q3
$47K Sell
282
-353
-56% -$58.8K ﹤0.01% 1198
2021
Q2
$97K Hold
635
﹤0.01% 902
2021
Q1
$119K Buy
635
+150
+31% +$28.1K ﹤0.01% 813
2020
Q4
$71K Buy
+485
New +$71K ﹤0.01% 799