Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34K Hold
1,136
﹤0.01% 324
2025
Q1
$38.4K Hold
1,136
﹤0.01% 318
2024
Q4
$33.6K Sell
1,136
-15
-1% -$443 ﹤0.01% 328
2024
Q3
$36.1K Hold
1,151
﹤0.01% 325
2024
Q2
$41.6K Hold
1,151
﹤0.01% 301
2024
Q1
$43.4K Hold
1,151
﹤0.01% 303
2023
Q4
$40.7K Hold
1,151
﹤0.01% 312
2023
Q3
$44.6K Buy
1,151
+22
+2% +$852 0.01% 296
2023
Q2
$39.8K Hold
1,129
﹤0.01% 320
2023
Q1
$42.8K Hold
1,129
0.01% 311
2022
Q4
$39K Sell
1,129
-72
-6% -$2.49K ﹤0.01% 323
2022
Q3
$34K Sell
1,201
-16
-1% -$453 ﹤0.01% 329
2022
Q2
$35K Buy
+1,217
New +$35K ﹤0.01% 331
2021
Q4
Sell
-13,856
Closed -$379K 202
2021
Q3
$379K Buy
+13,856
New +$379K 0.04% 167