Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Buy
66
+1
+2% +$894 0.02% 150
2025
Q1
$44K Hold
65
0.02% 170
2024
Q4
$41K Hold
65
0.01% 191
2024
Q3
$50K Hold
65
0.02% 175
2024
Q2
$54K Hold
65
0.02% 165
2024
Q1
$45K Hold
65
0.02% 179
2023
Q4
$38K Sell
65
-3
-4% -$1.75K 0.01% 172
2023
Q3
$31K Hold
68
0.01% 185
2023
Q2
$33K Hold
68
0.01% 193
2023
Q1
$27K Buy
68
+3
+5% +$1.19K 0.01% 219
2022
Q4
$25K Sell
65
-53
-45% -$20.4K 0.01% 189
2022
Q3
$36K Hold
118
0.02% 148
2022
Q2
$38K Hold
118
0.02% 158
2022
Q1
$43K Buy
+118
New +$43K 0.02% 157