Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.7K Hold
95
﹤0.01% 772
2025
Q1
$10.7K Hold
95
﹤0.01% 798
2024
Q4
$10.6K Sell
95
-48
-34% -$5.37K ﹤0.01% 773
2024
Q3
$19.9K Hold
143
﹤0.01% 676
2024
Q2
$16.8K Sell
143
-153
-52% -$18K ﹤0.01% 703
2024
Q1
$38.6K Buy
296
+28
+10% +$3.65K 0.01% 605
2023
Q4
$33.3K Hold
268
﹤0.01% 638
2023
Q3
$28.3K Hold
268
﹤0.01% 606
2023
Q2
$30.1K Sell
268
-706
-72% -$79.4K ﹤0.01% 632
2023
Q1
$105K Sell
974
-129
-12% -$13.9K 0.02% 456
2022
Q4
$122K Buy
1,103
+129
+13% +$14.3K 0.02% 420
2022
Q3
$86.1K Buy
974
+268
+38% +$23.7K 0.02% 467
2022
Q2
$65.7K Buy
+706
New +$65.7K 0.01% 519