Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.9K Sell
162
-13
-7% -$3.77K ﹤0.01% 306
2025
Q1
$52.8K Buy
175
+13
+8% +$3.93K 0.01% 296
2024
Q4
$44.8K Hold
162
﹤0.01% 308
2024
Q3
$46.7K Hold
162
﹤0.01% 301
2024
Q2
$41.3K Hold
162
﹤0.01% 302
2024
Q1
$42K Sell
162
-2
-1% -$518 ﹤0.01% 306
2023
Q4
$37.1K Hold
164
﹤0.01% 322
2023
Q3
$34.1K Buy
164
+24
+17% +$5K ﹤0.01% 322
2023
Q2
$27K Hold
140
﹤0.01% 356
2023
Q1
$27.2K Hold
140
﹤0.01% 351
2022
Q4
$31K Hold
140
﹤0.01% 342
2022
Q3
$25K Sell
140
-2
-1% -$357 ﹤0.01% 352
2022
Q2
$28K Buy
+142
New +$28K ﹤0.01% 345