Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.9K Hold
1,026
0.01% 591
2025
Q1
$38.9K Buy
1,026
+26
+3% +$987 0.01% 560
2024
Q4
$51.4K Hold
1,000
0.01% 518
2024
Q3
$51.2K Hold
1,000
0.01% 507
2024
Q2
$45.8K Hold
1,000
0.01% 511
2024
Q1
$47.4K Sell
1,000
-22
-2% -$1.04K 0.01% 502
2023
Q4
$48.6K Buy
+1,022
New +$48.6K 0.01% 485
2023
Q3
Sell
-1,000
Closed -$52.3K 960
2023
Q2
$52.3K Hold
1,000
0.01% 439
2023
Q1
$59.5K Hold
1,000
0.01% 410
2022
Q4
$49.2K Buy
+1,000
New +$49.2K 0.01% 426