Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$70K Sell
200
-222
-53% -$77.7K 0.27% 41
2024
Q4
$133K Buy
422
+55
+15% +$17.3K 0.03% 80
2024
Q3
$100K Hold
367
0.02% 81
2024
Q2
$96K Hold
367
0.02% 82
2024
Q1
$102K Buy
+367
New +$102K 0.02% 86
2023
Q3
$78K Hold
340
0.02% 86
2023
Q2
$80 Hold
340
0.02% 88
2023
Q1
$77K Sell
340
-4
-1% -$906 0.02% 90
2022
Q4
$71K Buy
344
+4
+1% +$826 0.02% 99
2022
Q3
$60K Hold
340
0.01% 105
2022
Q2
$67K Hold
340
0.02% 131
2022
Q1
$75K Buy
+340
New +$75K 0.02% 130