Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73K Buy
565
+38
+7% +$4.91K 0.02% 170
2025
Q1
$61K Hold
527
0.02% 174
2024
Q4
$61K Sell
527
-4
-0.8% -$463 0.02% 174
2024
Q3
$79K Sell
531
-1
-0.2% -$149 0.02% 139
2024
Q2
$84K Hold
532
0.02% 128
2024
Q1
$106K Sell
532
-488
-48% -$97.2K 0.03% 113
2023
Q4
$178K Sell
1,020
-11
-1% -$1.92K 0.05% 77
2023
Q3
$160K Buy
1,031
+8
+0.8% +$1.24K 0.05% 76
2023
Q2
$167K Buy
1,023
+11
+1% +$1.8K 0.04% 79
2023
Q1
$133K Hold
1,012
0.04% 90
2022
Q4
$108K Hold
1,012
0.03% 97
2022
Q3
$108K Buy
1,012
+7
+0.7% +$747 0.03% 97
2022
Q2
$105K Buy
+1,005
New +$105K 0.03% 89