Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.2K Sell
3,818
-673
-15% -$9.38K ﹤0.01% 1793
2025
Q1
$77.2K Sell
4,491
-120
-3% -$2.06K ﹤0.01% 1568
2024
Q4
$93.1K Buy
4,611
+15
+0.3% +$303 ﹤0.01% 1393
2024
Q3
$90.9K Buy
4,596
+561
+14% +$11.1K ﹤0.01% 1376
2024
Q2
$70.5K Sell
4,035
-197
-5% -$3.44K ﹤0.01% 1397
2024
Q1
$70.9K Buy
4,232
+126
+3% +$2.11K ﹤0.01% 1361
2023
Q4
$74K Buy
4,106
+30
+0.7% +$541 ﹤0.01% 1274
2023
Q3
$65.7K Buy
4,076
+2,521
+162% +$40.7K ﹤0.01% 1225
2023
Q2
$26.9K Buy
1,555
+478
+44% +$8.26K ﹤0.01% 1641
2023
Q1
$17.4K Buy
1,077
+977
+977% +$15.8K ﹤0.01% 1792
2022
Q4
$1.63K Hold
100
﹤0.01% 2566
2022
Q3
$1K Hold
100
﹤0.01% 2631
2022
Q2
$1K Buy
+100
New +$1K ﹤0.01% 2631
2021
Q4
$1K Sell
100
-3
-3% -$30 ﹤0.01% 2545
2021
Q3
$1K Hold
103
﹤0.01% 3573
2021
Q2
$1K Hold
103
﹤0.01% 3622
2021
Q1
$1K Buy
+103
New +$1K ﹤0.01% 3454