Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.8K Buy
79
+9
+13% +$8.06K 0.01% 197
2025
Q1
$47.6K Buy
70
+4
+6% +$2.72K 0.01% 225
2024
Q4
$41.6K Buy
66
+1
+2% +$630 0.01% 244
2024
Q3
$50.3K Hold
65
0.01% 224
2024
Q2
$53.6K Hold
65
0.01% 210
2024
Q1
$45.4K Hold
65
0.01% 218
2023
Q4
$37.8K Sell
65
-1
-2% -$581 0.01% 229
2023
Q3
$30.3K Buy
66
+5
+8% +$2.29K 0.01% 244
2023
Q2
$29.6K Hold
61
0.01% 234
2023
Q1
$24.4K Sell
61
-3
-5% -$1.2K 0.01% 269
2022
Q4
$24.1K Sell
64
-1
-2% -$377 0.01% 271
2022
Q3
$20K Buy
65
+10
+18% +$3.08K 0.01% 261
2022
Q2
$18K Buy
+55
New +$18K 0.01% 287
2021
Q4
$26K Sell
60
-3
-5% -$1.3K 0.01% 258
2021
Q3
$21K Buy
+63
New +$21K 0.01% 274