Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-83
Closed -$3.27K 1588
2025
Q1
$3.27K Sell
83
-4
-5% -$157 ﹤0.01% 849
2024
Q4
$4.86K Buy
87
+6
+7% +$335 ﹤0.01% 587
2024
Q3
$4.87K Hold
81
﹤0.01% 573
2024
Q2
$4.95K Buy
81
+1
+1% +$61 ﹤0.01% 580
2024
Q1
$4.92K Buy
80
+2
+3% +$123 ﹤0.01% 517
2023
Q4
$4.91K Buy
78
+1
+1% +$63 ﹤0.01% 525
2023
Q3
$5.17K Hold
77
﹤0.01% 519
2023
Q2
$8K Buy
+77
New +$8K ﹤0.01% 742
2022
Q4
$9.66K Buy
+76
New +$9.66K ﹤0.01% 664