Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.2K Sell
2,897
-37
-1% -$743 ﹤0.01% 1734
2025
Q1
$71.1K Sell
2,934
-50
-2% -$1.21K ﹤0.01% 1601
2024
Q4
$101K Hold
2,984
﹤0.01% 1352
2024
Q3
$143K Sell
2,984
-69
-2% -$3.31K ﹤0.01% 1157
2024
Q2
$144K Hold
3,053
﹤0.01% 1075
2024
Q1
$180K Hold
3,053
0.01% 960
2023
Q4
$165K Buy
3,053
+807
+36% +$43.5K 0.01% 935
2023
Q3
$112K Hold
2,246
0.01% 1012
2023
Q2
$115K Sell
2,246
-100
-4% -$5.14K 0.01% 995
2023
Q1
$130K Buy
2,346
+173
+8% +$9.6K 0.01% 931
2022
Q4
$115K Sell
2,173
-152
-7% -$8.05K 0.01% 955
2022
Q3
$108K Hold
2,325
0.01% 929
2022
Q2
$108K Buy
+2,325
New +$108K 0.01% 929
2021
Q4
$132K Sell
2,294
-1,698
-43% -$97.7K 0.01% 866
2021
Q3
$193K Buy
3,992
+136
+4% +$6.58K 0.01% 1042
2021
Q2
$178K Buy
3,856
+47
+1% +$2.17K 0.01% 1109
2021
Q1
$145K Buy
+3,809
New +$145K 0.01% 1126