Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.6K Buy
218
+1
+0.5% +$223 ﹤0.01% 452
2025
Q1
$44.6K Buy
217
+13
+6% +$2.67K ﹤0.01% 436
2024
Q4
$37.3K Buy
204
+8
+4% +$1.46K ﹤0.01% 462
2024
Q3
$40.4K Hold
196
﹤0.01% 451
2024
Q2
$34.3K Hold
196
﹤0.01% 462
2024
Q1
$33.7K Hold
196
﹤0.01% 438
2023
Q4
$29.5K Hold
196
﹤0.01% 444
2023
Q3
$23.6K Hold
196
﹤0.01% 454
2023
Q2
$24.4K Hold
196
﹤0.01% 430
2023
Q1
$22.7K Hold
196
﹤0.01% 437
2022
Q4
$22.2K Hold
196
﹤0.01% 422
2022
Q3
$19K Hold
196
﹤0.01% 435
2022
Q2
$18K Hold
196
﹤0.01% 430
2022
Q1
$21K Hold
196
﹤0.01% 376
2021
Q4
$22K Hold
196
﹤0.01% 358
2021
Q3
$19K Hold
196
﹤0.01% 366
2021
Q2
$19K Hold
196
﹤0.01% 352
2021
Q1
$17K Buy
+196
New +$17K ﹤0.01% 345