Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84.9K Hold
1,044
0.01% 463
2025
Q1
$63.1K Sell
1,044
-23
-2% -$1.39K 0.01% 493
2024
Q4
$90.5K Hold
1,067
0.01% 468
2024
Q3
$65.7K Sell
1,067
-333
-24% -$20.5K 0.01% 514
2024
Q2
$67.5K Sell
1,400
-21
-1% -$1.01K 0.01% 473
2024
Q1
$70.3K Sell
1,421
-94
-6% -$4.65K 0.01% 468
2023
Q4
$68.2K Hold
1,515
0.01% 457
2023
Q3
$71.6K Hold
1,515
0.02% 413
2023
Q2
$64.4K Buy
1,515
+192
+15% +$8.16K 0.02% 436
2023
Q1
$69.5K Sell
1,323
-34
-3% -$1.79K 0.02% 407
2022
Q4
$69.2K Buy
+1,357
New +$69.2K 0.02% 381