Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.92K Sell
104
-10
-9% -$858 ﹤0.01% 1915
2025
Q1
$10.5K Hold
114
﹤0.01% 1592
2024
Q4
$9.61K Sell
114
-160
-58% -$13.5K ﹤0.01% 1573
2024
Q3
$28.9K Hold
274
﹤0.01% 1329
2024
Q2
$23.7K Hold
274
﹤0.01% 1331
2024
Q1
$30.6K Buy
274
+89
+48% +$9.95K ﹤0.01% 865
2023
Q4
$22K Sell
185
-185
-50% -$22K ﹤0.01% 922
2023
Q3
$49.7K Buy
370
+185
+100% +$24.9K ﹤0.01% 881
2023
Q2
$25.3K Sell
185
-35
-16% -$4.79K ﹤0.01% 860
2023
Q1
$33.2K Sell
220
-5
-2% -$755 ﹤0.01% 751
2022
Q4
$25.7K Hold
225
﹤0.01% 751
2022
Q3
$26K Hold
225
﹤0.01% 722
2022
Q2
$33K Sell
225
-54
-19% -$7.92K ﹤0.01% 701
2022
Q1
$37K Hold
279
﹤0.01% 736
2021
Q4
$42K Buy
279
+15
+6% +$2.26K ﹤0.01% 679
2021
Q3
$41K Hold
264
﹤0.01% 640
2021
Q2
$54K Hold
264
﹤0.01% 541
2021
Q1
$57K Buy
264
+10
+4% +$2.16K ﹤0.01% 526
2020
Q4
$55K Sell
254
-8
-3% -$1.73K 0.01% 501
2020
Q3
$33K Hold
262
﹤0.01% 519
2020
Q2
$31K Hold
262
﹤0.01% 481
2020
Q1
$26K Buy
+262
New +$26K ﹤0.01% 479