Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16K Sell
234
-2
-0.8% -$136 ﹤0.01% 2345
2025
Q1
$14K Hold
236
﹤0.01% 2360
2024
Q4
$14.3K Sell
236
-6
-2% -$363 ﹤0.01% 2283
2024
Q3
$17.4K Buy
242
+13
+6% +$936 ﹤0.01% 2120
2024
Q2
$16.1K Sell
229
-120
-34% -$8.45K ﹤0.01% 2060
2024
Q1
$27.8K Sell
349
-22
-6% -$1.75K ﹤0.01% 1797
2023
Q4
$33.3K Buy
371
+39
+12% +$3.5K ﹤0.01% 1632
2023
Q3
$32.7K Buy
332
+105
+46% +$10.4K ﹤0.01% 1527
2023
Q2
$23.2K Hold
227
﹤0.01% 1704
2023
Q1
$25.5K Hold
227
﹤0.01% 1635
2022
Q4
$21.1K Sell
227
-3
-1% -$279 ﹤0.01% 1655
2022
Q3
$20K Hold
230
﹤0.01% 1637
2022
Q2
$20K Buy
+230
New +$20K ﹤0.01% 1637
2021
Q4
$38K Sell
230
-185
-45% -$30.6K ﹤0.01% 1376
2021
Q3
$62K Buy
415
+9
+2% +$1.35K ﹤0.01% 1635
2021
Q2
$64K Buy
406
+67
+20% +$10.6K ﹤0.01% 1658
2021
Q1
$47K Buy
+339
New +$47K ﹤0.01% 1731