Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.3K Buy
1,573
+74
+5% +$767 ﹤0.01% 1254
2025
Q1
$15.4K Sell
1,499
-54
-3% -$556 ﹤0.01% 1226
2024
Q4
$14.8K Hold
1,553
﹤0.01% 1251
2024
Q3
$16.4K Sell
1,553
-1
-0.1% -$11 ﹤0.01% 1207
2024
Q2
$12.8K Sell
1,554
-300
-16% -$2.48K ﹤0.01% 1220
2024
Q1
$15.7K Hold
1,854
﹤0.01% 1203
2023
Q4
$15.3K Hold
1,854
﹤0.01% 1174
2023
Q3
$15.4K Hold
1,854
﹤0.01% 1164
2023
Q2
$15.5K Sell
1,854
-7
-0.4% -$59 ﹤0.01% 1158
2023
Q1
$15.1K Sell
1,861
-1,101
-37% -$8.96K ﹤0.01% 1164
2022
Q4
$24K Buy
2,962
+750
+34% +$6.08K ﹤0.01% 1096
2022
Q3
$13K Buy
+2,212
New +$13K ﹤0.01% 1389