Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.6K Sell
65,515
-833
-1% -$377 ﹤0.01% 659
2025
Q1
$27K Hold
66,348
﹤0.01% 476
2024
Q4
$43.9K Hold
66,348
﹤0.01% 512
2024
Q3
$56.3K Hold
66,348
﹤0.01% 539
2024
Q2
$44.3K Buy
66,348
+5,252
+9% +$3.51K ﹤0.01% 524
2024
Q1
$79.4K Buy
61,096
+3,000
+5% +$3.9K ﹤0.01% 558
2023
Q4
$33.3K Sell
58,096
-1,900
-3% -$1.09K ﹤0.01% 502
2023
Q3
$45.2K Buy
59,996
+7,600
+15% +$5.73K ﹤0.01% 494
2023
Q2
$38.2K Buy
52,396
+4,640
+10% +$3.39K ﹤0.01% 502
2023
Q1
$36.1K Buy
47,756
+6,055
+15% +$4.58K ﹤0.01% 480
2022
Q4
$40.1K Buy
+41,701
New +$40.1K ﹤0.01% 462