Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-47
Closed -$7.25K 1134
2025
Q1
$7.25K Sell
47
-48
-51% -$7.4K ﹤0.01% 1066
2024
Q4
$16.1K Sell
95
-321
-77% -$54.5K ﹤0.01% 867
2024
Q3
$72.2K Sell
416
-22
-5% -$3.82K 0.01% 376
2024
Q2
$75.3K Sell
438
-1
-0.2% -$172 0.02% 349
2024
Q1
$114K Buy
439
+5
+1% +$1.3K 0.03% 279
2023
Q4
$86.6K Sell
434
-20
-4% -$3.99K 0.02% 314
2023
Q3
$77.2K Sell
454
-111
-20% -$18.9K 0.02% 296
2023
Q2
$117K Sell
565
-1
-0.2% -$207 0.03% 233
2023
Q1
$130K Sell
566
-13
-2% -$2.98K 0.04% 208
2022
Q4
$111K Sell
579
-52
-8% -$10K 0.03% 227
2022
Q3
$119K Buy
631
+14
+2% +$2.64K 0.04% 211
2022
Q2
$119K Buy
617
+4
+0.7% +$771 0.04% 241
2022
Q1
$134K Hold
613
0.04% 230
2021
Q4
$186K Hold
613
0.05% 181
2021
Q3
$174K Hold
613
0.05% 168
2021
Q2
$152K Buy
613
+17
+3% +$4.22K 0.04% 186
2021
Q1
$129K Sell
596
-2
-0.3% -$433 0.04% 187
2020
Q4
$169K Hold
598
0.05% 134
2020
Q3
$137K Buy
+598
New +$137K 0.04% 139