Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14K Hold
101
﹤0.01% 475
2025
Q1
$16.1K Hold
101
0.01% 451
2024
Q4
$13.4K Sell
101
-110
-52% -$14.6K ﹤0.01% 472
2024
Q3
$28.7K Hold
211
0.01% 390
2024
Q2
$31.1K Hold
211
0.01% 372
2024
Q1
$32K Hold
211
0.01% 364
2023
Q4
$30K Hold
211
0.02% 355
2023
Q3
$32K Hold
211
0.02% 342
2023
Q2
$29K Hold
211
0.02% 348
2023
Q1
$28K Hold
211
0.02% 341
2022
Q4
$30K Sell
211
-37
-15% -$5.26K 0.02% 320
2022
Q3
$27K Hold
248
0.02% 317
2022
Q2
$26K Hold
248
0.02% 327
2022
Q1
$27K Sell
248
-60
-19% -$6.53K 0.02% 343
2021
Q4
$23K Buy
+308
New +$23K 0.01% 374