Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.9K Buy
25
+1
+4% +$477 ﹤0.01% 806
2025
Q1
$8.81K Sell
24
-1
-4% -$367 ﹤0.01% 914
2024
Q4
$10.1K Hold
25
﹤0.01% 845
2024
Q3
$12.6K Buy
25
+1
+4% +$505 ﹤0.01% 780
2024
Q2
$10.3K Hold
24
﹤0.01% 788
2024
Q1
$9.09K Hold
24
﹤0.01% 848
2023
Q4
$7.77K Hold
24
﹤0.01% 869
2023
Q3
$7.54K Sell
24
-1
-4% -$314 ﹤0.01% 823
2023
Q2
$8.52K Hold
25
﹤0.01% 778
2023
Q1
$7.41K Sell
25
-4
-14% -$1.19K ﹤0.01% 834
2022
Q4
$8.72K Buy
29
+2
+7% +$601 ﹤0.01% 762
2022
Q3
$7K Buy
27
+1
+4% +$259 ﹤0.01% 843
2022
Q2
$7K Buy
26
+4
+18% +$1.08K ﹤0.01% 860
2022
Q1
$7K Buy
22
+14
+175% +$4.46K ﹤0.01% 906
2021
Q4
$2K Buy
+8
New +$2K ﹤0.01% 1041