Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.9K Buy
341
+27
+9% +$1.74K ﹤0.01% 669
2025
Q1
$21.8K Sell
314
-16
-5% -$1.11K ﹤0.01% 667
2024
Q4
$23.9K Hold
330
﹤0.01% 646
2024
Q3
$27.7K Buy
330
+88
+36% +$7.39K ﹤0.01% 603
2024
Q2
$16.1K Buy
242
+7
+3% +$467 ﹤0.01% 675
2024
Q1
$18.5K Hold
235
﹤0.01% 656
2023
Q4
$15.7K Buy
+235
New +$15.7K ﹤0.01% 661
2023
Q3
Sell
-285
Closed -$16.4K 654
2023
Q2
$16.4K Buy
285
+110
+63% +$6.31K ﹤0.01% 648
2023
Q1
$8.7K Buy
175
+20
+13% +$994 ﹤0.01% 705
2022
Q4
$7.23K Buy
+155
New +$7.23K ﹤0.01% 696
2022
Q2
Sell
-125
Closed -$6K 952
2022
Q1
$6K Buy
125
+20
+19% +$960 ﹤0.01% 748
2021
Q4
$7K Buy
+105
New +$7K ﹤0.01% 703
2021
Q3
Sell
-150
Closed -$9K 655
2021
Q2
$9K Buy
150
+45
+43% +$2.7K ﹤0.01% 675
2021
Q1
$6K Buy
+105
New +$6K ﹤0.01% 596