Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.1K Buy
431
+7
+2% +$521 0.01% 310
2025
Q1
$28.7K Hold
424
0.01% 308
2024
Q4
$26.3K Buy
424
+33
+8% +$2.04K ﹤0.01% 326
2024
Q3
$25.5K Hold
391
﹤0.01% 345
2024
Q2
$21K Hold
391
﹤0.01% 386
2024
Q1
$20.6K Hold
391
﹤0.01% 373
2023
Q4
$17.1K Sell
391
-4
-1% -$174 ﹤0.01% 392
2023
Q3
$17.4K Sell
395
-55
-12% -$2.43K ﹤0.01% 348
2023
Q2
$20.1K Sell
450
-8
-2% -$358 ﹤0.01% 315
2023
Q1
$20.3K Sell
458
-11
-2% -$488 ﹤0.01% 304
2022
Q4
$19.4K Buy
469
+114
+32% +$4.73K ﹤0.01% 310
2022
Q3
$13K Sell
355
-76
-18% -$2.78K ﹤0.01% 345
2022
Q2
$18K Buy
+431
New +$18K 0.01% 281
2021
Q4
$29K Sell
432
-32
-7% -$2.15K 0.01% 232
2021
Q3
$32K Buy
+464
New +$32K 0.01% 199