Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Sell
1,061
-3
-0.3% -$316 0.01% 239
2025
Q1
$118K Sell
1,064
-11
-1% -$1.22K 0.01% 233
2024
Q4
$111K Sell
1,075
-5
-0.5% -$517 0.01% 239
2024
Q3
$121K Buy
1,080
+277
+34% +$31K 0.01% 234
2024
Q2
$71.7K Sell
803
-6
-0.7% -$536 0.01% 266
2024
Q1
$69.5K Hold
809
0.01% 265
2023
Q4
$66.7K Hold
809
0.01% 273
2023
Q3
$62.1K Sell
809
-7
-0.9% -$537 0.01% 278
2023
Q2
$57K Hold
816
0.01% 289
2023
Q1
$52.6K Hold
816
0.01% 290
2022
Q4
$59K Hold
816
0.01% 283
2022
Q3
$46K Hold
816
0.01% 300
2022
Q2
$45K Buy
+816
New +$45K ﹤0.01% 310