Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.4K Sell
122
-300
-71% -$40.3K 0.01% 460
2025
Q1
$41.9K Sell
422
-101
-19% -$10K 0.01% 360
2024
Q4
$74.7K Hold
523
0.03% 282
2024
Q3
$60.2K Hold
523
0.02% 303
2024
Q2
$67.8K Hold
523
0.03% 280
2024
Q1
$65K Hold
523
0.03% 283
2023
Q4
$63K Hold
523
0.03% 272
2023
Q3
$48K Hold
523
0.03% 297
2023
Q2
$51K Sell
523
-50
-9% -$4.88K 0.03% 291
2023
Q1
$42K Hold
573
0.02% 301
2022
Q4
$42K Hold
573
0.03% 290
2022
Q3
$51K Hold
573
0.04% 258
2022
Q2
$55K Buy
573
+50
+10% +$4.8K 0.04% 257
2022
Q1
$79K Hold
523
0.05% 233
2021
Q4
$93K Buy
+523
New +$93K 0.06% 223