Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Sell
594
-50
-8% -$1.43K 0.01% 117
2025
Q1
$18K Buy
644
+54
+9% +$1.51K 0.01% 117
2024
Q4
$13K Buy
590
+5
+0.9% +$110 0.01% 124
2024
Q3
$12K Buy
585
+5
+0.9% +$103 0.01% 127
2024
Q2
$11K Buy
580
+6
+1% +$114 0.01% 126
2024
Q1
$11K Buy
574
+6
+1% +$115 0.01% 132
2023
Q4
$10K Buy
568
+7
+1% +$123 0.01% 152
2023
Q3
$8K Buy
561
+6
+1% +$86 0.01% 113
2023
Q2
$8K Buy
555
+6
+1% +$86 0.01% 118
2023
Q1
$10K Buy
549
+5
+0.9% +$91 0.01% 111
2022
Q4
$10K Buy
544
+5
+0.9% +$92 0.01% 117
2022
Q3
$8K Buy
539
+5
+0.9% +$74 0.01% 113
2022
Q2
$11K Sell
534
-168
-24% -$3.46K 0.01% 110
2022
Q1
$12K Buy
702
+10
+1% +$171 0.01% 107
2021
Q4
$12K Buy
+692
New +$12K 0.01% 89