Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.6K Buy
121
+9
+8% +$1.61K ﹤0.01% 402
2025
Q1
$18K Buy
112
+3
+3% +$481 ﹤0.01% 420
2024
Q4
$19K Sell
109
-4
-4% -$696 ﹤0.01% 398
2024
Q3
$25.6K Hold
113
﹤0.01% 342
2024
Q2
$25.3K Hold
113
0.01% 341
2024
Q1
$28.9K Sell
113
-3
-3% -$767 0.01% 305
2023
Q4
$26.4K Sell
116
-1
-0.9% -$227 0.01% 289
2023
Q3
$23.6K Sell
117
-1
-0.8% -$202 0.01% 281
2023
Q2
$21.7K Sell
118
-9
-7% -$1.65K ﹤0.01% 303
2023
Q1
$24.8K Buy
127
+10
+9% +$1.95K 0.01% 266
2022
Q4
$20.9K Sell
117
-14
-11% -$2.5K 0.01% 295
2022
Q3
$20K Buy
131
+10
+8% +$1.53K 0.01% 259
2022
Q2
$19K Buy
+121
New +$19K 0.01% 271
2021
Q4
$28K Buy
138
+12
+10% +$2.44K 0.01% 243
2021
Q3
$23K Buy
+126
New +$23K 0.01% 254