Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.6K Buy
333
+9
+3% +$1.96K 0.01% 471
2025
Q1
$44.1K Buy
324
+31
+11% +$4.22K 0.01% 544
2024
Q4
$42.2K Buy
293
+8
+3% +$1.15K 0.01% 553
2024
Q3
$34.2K Buy
285
+1
+0.4% +$120 0.01% 570
2024
Q2
$30.9K Buy
284
+4
+1% +$435 0.01% 578
2024
Q1
$37.5K Hold
280
0.01% 535
2023
Q4
$35.7K Buy
+280
New +$35.7K 0.01% 532
2023
Q3
Sell
-280
Closed -$30.2K 603
2023
Q2
$30.2K Hold
280
0.01% 550
2023
Q1
$24.7K Buy
280
+10
+4% +$882 0.01% 553
2022
Q4
$18.4K Hold
270
﹤0.01% 576
2022
Q3
$16K Sell
270
-100
-27% -$5.93K ﹤0.01% 563
2022
Q2
$19K Sell
370
-55
-13% -$2.82K 0.01% 551
2022
Q1
$26K Buy
425
+105
+33% +$6.42K 0.01% 514
2021
Q4
$23K Buy
+320
New +$23K 0.01% 504
2021
Q3
Sell
-320
Closed -$19K 610
2021
Q2
$19K Buy
320
+55
+21% +$3.27K 0.01% 537
2021
Q1
$14K Buy
+265
New +$14K 0.01% 475