Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Buy
115
+38
+49% +$5.62K ﹤0.01% 351
2025
Q1
$12K Hold
77
﹤0.01% 363
2024
Q4
$12K Sell
77
-4
-5% -$623 ﹤0.01% 363
2024
Q3
$15K Buy
81
+19
+31% +$3.52K ﹤0.01% 304
2024
Q2
$10K Buy
62
+2
+3% +$323 ﹤0.01% 347
2024
Q1
$11K Buy
60
+3
+5% +$550 ﹤0.01% 304
2023
Q4
$11K Sell
57
-24
-30% -$4.63K ﹤0.01% 274
2023
Q3
$13K Buy
81
+26
+47% +$4.17K ﹤0.01% 248
2023
Q2
$8K Buy
55
+14
+34% +$2.04K ﹤0.01% 314
2023
Q1
$6K Buy
41
+3
+8% +$439 ﹤0.01% 312
2022
Q4
$5K Hold
38
﹤0.01% 330
2022
Q3
$6K Hold
38
﹤0.01% 320
2022
Q2
$7K Hold
38
﹤0.01% 297
2022
Q1
$7K Hold
38
﹤0.01% 272
2021
Q4
$9K Hold
38
﹤0.01% 249
2021
Q3
$7K Buy
38
+20
+111% +$3.68K ﹤0.01% 262
2021
Q2
$3K Hold
18
﹤0.01% 302
2021
Q1
$3K Hold
18
﹤0.01% 289
2020
Q4
$3K Hold
18
﹤0.01% 299
2020
Q3
$3K Hold
18
﹤0.01% 263
2020
Q2
$2K Hold
18
﹤0.01% 252
2020
Q1
$2K Buy
+18
New +$2K ﹤0.01% 274