Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93.6K Buy
412
+1
+0.2% +$227 0.04% 218
2025
Q1
$100K Buy
411
+1
+0.2% +$244 0.04% 190
2024
Q4
$115K Buy
410
+1
+0.2% +$281 0.05% 176
2024
Q3
$112K Buy
409
+1
+0.2% +$273 0.05% 183
2024
Q2
$122K Buy
408
+1
+0.2% +$300 0.06% 172
2024
Q1
$118K Buy
407
+1
+0.2% +$289 0.06% 177
2023
Q4
$103K Sell
406
-64
-14% -$16.2K 0.06% 184
2023
Q3
$124K Buy
470
+66
+16% +$17.5K 0.07% 158
2023
Q2
$100K Buy
404
+1
+0.2% +$248 0.06% 180
2023
Q1
$92K Buy
403
+2
+0.5% +$457 0.06% 186
2022
Q4
$69.5K Hold
401
0.05% 205
2022
Q3
$69.5K Buy
+401
New +$69.5K 0.05% 205