Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.4K Sell
184
-5
-3% -$446 ﹤0.01% 673
2025
Q1
$14.3K Buy
189
+2
+1% +$152 ﹤0.01% 662
2024
Q4
$14.5K Buy
187
+5
+3% +$387 ﹤0.01% 648
2024
Q3
$13.3K Buy
182
+1
+0.6% +$73 ﹤0.01% 624
2024
Q2
$10.9K Sell
181
-37
-17% -$2.23K ﹤0.01% 645
2024
Q1
$13.7K Buy
218
+38
+21% +$2.39K ﹤0.01% 594
2023
Q4
$10.5K Buy
180
+2
+1% +$116 ﹤0.01% 612
2023
Q3
$8.67K Sell
178
-147
-45% -$7.16K ﹤0.01% 623
2023
Q2
$16.2K Buy
325
+1
+0.3% +$50 ﹤0.01% 500
2023
Q1
$17.7K Buy
324
+177
+120% +$9.68K ﹤0.01% 480
2022
Q4
$9.02K Hold
147
﹤0.01% 573
2022
Q3
$8K Sell
147
-45
-23% -$2.45K ﹤0.01% 600
2022
Q2
$10K Buy
192
+42
+28% +$2.19K ﹤0.01% 541
2022
Q1
$9K Buy
+150
New +$9K ﹤0.01% 504