Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32K Buy
303
+8
+3% +$844 ﹤0.01% 537
2025
Q1
$32.8K Buy
295
+5
+2% +$556 ﹤0.01% 480
2024
Q4
$30K Hold
290
﹤0.01% 494
2024
Q3
$32.4K Hold
290
﹤0.01% 478
2024
Q2
$25.9K Hold
290
﹤0.01% 499
2024
Q1
$24.9K Hold
290
﹤0.01% 479
2023
Q4
$23.9K Hold
290
﹤0.01% 478
2023
Q3
$22.3K Hold
290
﹤0.01% 463
2023
Q2
$20.2K Hold
290
﹤0.01% 461
2023
Q1
$18.7K Hold
290
﹤0.01% 471
2022
Q4
$20.9K Hold
290
﹤0.01% 429
2022
Q3
$16K Sell
290
-35
-11% -$1.93K ﹤0.01% 462
2022
Q2
$18K Hold
325
﹤0.01% 429
2022
Q1
$21K Hold
325
﹤0.01% 375
2021
Q4
$19K Hold
325
﹤0.01% 376
2021
Q3
$17K Hold
325
﹤0.01% 380
2021
Q2
$17K Sell
325
-434
-57% -$22.7K ﹤0.01% 361
2021
Q1
$39K Buy
+759
New +$39K 0.01% 243
2020
Q4
Hold
0
453