Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Sell
489
-2
-0.4% -$589 ﹤0.01% 1333
2025
Q1
$131K Buy
491
+10
+2% +$2.66K ﹤0.01% 1293
2024
Q4
$121K Buy
481
+5
+1% +$1.26K ﹤0.01% 1281
2024
Q3
$105K Sell
476
-11
-2% -$2.42K ﹤0.01% 1296
2024
Q2
$83.9K Sell
487
-2
-0.4% -$344 ﹤0.01% 1312
2024
Q1
$92.7K Sell
489
-23
-4% -$4.36K ﹤0.01% 1250
2023
Q4
$91.6K Buy
512
+50
+11% +$8.95K ﹤0.01% 1168
2023
Q3
$74.4K Buy
462
+5
+1% +$806 ﹤0.01% 1163
2023
Q2
$66.8K Hold
457
﹤0.01% 1230
2023
Q1
$66.6K Sell
457
-7
-2% -$1.02K ﹤0.01% 1225
2022
Q4
$66.6K Buy
464
+7
+2% +$1.01K ﹤0.01% 1184
2022
Q3
$70K Hold
457
﹤0.01% 1130
2022
Q2
$70K Buy
+457
New +$70K ﹤0.01% 1130
2021
Q4
$197K Sell
804
-415
-34% -$102K 0.01% 724
2021
Q3
$242K Buy
1,219
+196
+19% +$38.9K 0.01% 934
2021
Q2
$191K Buy
1,023
+607
+146% +$113K 0.01% 1065
2021
Q1
$87K Buy
+416
New +$87K ﹤0.01% 1370