Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.84K Sell
72
-12
-14% -$1.14K ﹤0.01% 2738
2025
Q1
$7.41K Hold
84
﹤0.01% 2656
2024
Q4
$7.96K Hold
84
﹤0.01% 2552
2024
Q3
$9.17K Hold
84
﹤0.01% 2392
2024
Q2
$9.59K Sell
84
-2
-2% -$228 ﹤0.01% 2283
2024
Q1
$12.5K Sell
86
-10
-10% -$1.45K ﹤0.01% 2142
2023
Q4
$13.6K Hold
96
﹤0.01% 2034
2023
Q3
$12.9K Hold
96
﹤0.01% 1936
2023
Q2
$13.8K Sell
96
-80
-45% -$11.5K ﹤0.01% 1906
2023
Q1
$24.6K Sell
176
-2
-1% -$279 ﹤0.01% 1652
2022
Q4
$22.1K Buy
178
+111
+166% +$13.8K ﹤0.01% 1634
2022
Q3
$8K Hold
67
﹤0.01% 2023
2022
Q2
$8K Buy
+67
New +$8K ﹤0.01% 2023
2021
Q4
$10K Sell
57
-58
-50% -$10.2K ﹤0.01% 1929
2021
Q3
$18K Hold
115
﹤0.01% 2357
2021
Q2
$20K Hold
115
﹤0.01% 2348
2021
Q1
$21K Buy
+115
New +$21K ﹤0.01% 2186