Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.4K Buy
175
+4
+2% +$1.43K ﹤0.01% 1708
2025
Q1
$68.2K Buy
171
+6
+4% +$2.4K ﹤0.01% 1622
2024
Q4
$59.3K Buy
165
+5
+3% +$1.8K ﹤0.01% 1623
2024
Q3
$55.4K Sell
160
-46
-22% -$15.9K ﹤0.01% 1607
2024
Q2
$60.5K Buy
206
+4
+2% +$1.17K ﹤0.01% 1478
2024
Q1
$67.4K Sell
202
-56
-22% -$18.7K ﹤0.01% 1386
2023
Q4
$75.1K Buy
258
+12
+5% +$3.49K ﹤0.01% 1269
2023
Q3
$79.8K Buy
246
+3
+1% +$973 ﹤0.01% 1131
2023
Q2
$83.9K Buy
243
+3
+1% +$1.04K ﹤0.01% 1130
2023
Q1
$75.7K Hold
240
﹤0.01% 1171
2022
Q4
$72K Sell
240
-11
-4% -$3.3K ﹤0.01% 1151
2022
Q3
$68K Hold
251
﹤0.01% 1138
2022
Q2
$68K Buy
+251
New +$68K ﹤0.01% 1138
2021
Q4
$83K Sell
276
-40
-13% -$12K ﹤0.01% 1050
2021
Q3
$90K Sell
316
-17
-5% -$4.84K ﹤0.01% 1434
2021
Q2
$80K Buy
333
+194
+140% +$46.6K ﹤0.01% 1521
2021
Q1
$32K Buy
+139
New +$32K ﹤0.01% 1924