Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.3K Buy
245
+5
+2% +$761 0.02% 218
2025
Q1
$35.2K Hold
240
0.02% 214
2024
Q4
$31K Hold
240
0.01% 215
2024
Q3
$32.8K Hold
240
0.02% 222
2024
Q2
$24.5K Sell
240
-47
-16% -$4.8K 0.01% 222
2024
Q1
$25.5K Sell
287
-49
-15% -$4.35K 0.01% 222
2023
Q4
$30.7K Buy
336
+49
+17% +$4.48K 0.02% 216
2023
Q3
$22.5K Sell
287
-1,672
-85% -$131K 0.02% 227
2023
Q2
$164K Hold
1,959
0.11% 134
2023
Q1
$172K Sell
1,959
-57
-3% -$5.01K 0.11% 132
2022
Q4
$202K Buy
+2,016
New +$202K 0.12% 132