Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33K Sell
313
-4
-1% -$422 0.01% 237
2025
Q1
$35.2K Buy
317
+4
+1% +$445 0.01% 205
2024
Q4
$32.4K Hold
313
0.01% 212
2024
Q3
$35K Hold
313
0.01% 219
2024
Q2
$28K Hold
313
0.01% 212
2024
Q1
$26.9K Hold
313
0.01% 243
2023
Q4
$25.8K Sell
313
-6
-2% -$495 0.01% 186
2023
Q3
$24.5K Buy
319
+6
+2% +$460 0.01% 196
2023
Q2
$21.8K Buy
+313
New +$21.8K 0.01% 193