Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.8K Sell
15,832
-322
-2% -$1.87K ﹤0.01% 1223
2025
Q1
$78.5K Sell
16,154
-77
-0.5% -$374 ﹤0.01% 1160
2024
Q4
$125K Hold
16,231
﹤0.01% 1128
2024
Q3
$104K Buy
16,231
+79
+0.5% +$504 ﹤0.01% 1089
2024
Q2
$87.2K Sell
16,152
-2
-0% -$11 ﹤0.01% 1056
2024
Q1
$111K Sell
16,154
-4
-0% -$27 ﹤0.01% 1056
2023
Q4
$88.4K Buy
16,158
+559
+4% +$3.06K ﹤0.01% 1039
2023
Q3
$52.6K Buy
15,599
+12
+0.1% +$40 ﹤0.01% 886
2023
Q2
$104K Hold
15,587
0.01% 903
2023
Q1
$120K Hold
15,587
0.01% 818
2022
Q4
$132K Hold
15,587
0.01% 802
2022
Q3
$142K Hold
15,587
0.01% 744
2022
Q2
$121K Hold
15,587
0.01% 707
2022
Q1
$78K Buy
+15,587
New +$78K 0.01% 730