Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.3K Buy
363
+3
+0.8% +$416 ﹤0.01% 1828
2025
Q1
$57.5K Buy
360
+24
+7% +$3.83K ﹤0.01% 1693
2024
Q4
$44.7K Buy
336
+5
+2% +$665 ﹤0.01% 1766
2024
Q3
$45K Sell
331
-4
-1% -$543 ﹤0.01% 1718
2024
Q2
$49.4K Hold
335
﹤0.01% 1553
2024
Q1
$51.1K Sell
335
-78
-19% -$11.9K ﹤0.01% 1515
2023
Q4
$59.5K Hold
413
﹤0.01% 1382
2023
Q3
$63.2K Buy
413
+7
+2% +$1.07K ﹤0.01% 1243
2023
Q2
$55.2K Buy
406
+3
+0.7% +$408 ﹤0.01% 1322
2023
Q1
$53.3K Buy
403
+78
+24% +$10.3K ﹤0.01% 1330
2022
Q4
$46.1K Buy
325
+3
+0.9% +$425 ﹤0.01% 1328
2022
Q3
$34K Hold
322
﹤0.01% 1419
2022
Q2
$34K Buy
+322
New +$34K ﹤0.01% 1419
2021
Q4
$32K Sell
429
-148
-26% -$11K ﹤0.01% 1456
2021
Q3
$45K Buy
577
+14
+2% +$1.09K ﹤0.01% 1830
2021
Q2
$49K Hold
563
﹤0.01% 1830
2021
Q1
$40K Buy
+563
New +$40K ﹤0.01% 1825