Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15K Sell
202
-40
-17% -$2.98K ﹤0.01% 729
2025
Q1
$16.4K Buy
242
+17
+8% +$1.15K ﹤0.01% 722
2024
Q4
$13.9K Sell
225
-10
-4% -$620 ﹤0.01% 754
2024
Q3
$15.3K Buy
235
+56
+31% +$3.65K ﹤0.01% 709
2024
Q2
$9.62K Sell
179
-2
-1% -$107 ﹤0.01% 808
2024
Q1
$9.55K Sell
181
-26
-13% -$1.37K ﹤0.01% 829
2023
Q4
$9.03K Sell
207
-28
-12% -$1.22K ﹤0.01% 806
2023
Q3
$10.4K Hold
235
﹤0.01% 713
2023
Q2
$10.5K Buy
235
+5
+2% +$223 ﹤0.01% 717
2023
Q1
$10.2K Buy
230
+109
+90% +$4.84K ﹤0.01% 716
2022
Q4
$5.02K Buy
121
+13
+12% +$539 ﹤0.01% 993
2022
Q3
$4K Sell
108
-158
-59% -$5.85K ﹤0.01% 1048
2022
Q2
$11K Buy
266
+101
+61% +$4.18K ﹤0.01% 738
2022
Q1
$9K Buy
165
+106
+180% +$5.78K ﹤0.01% 818
2021
Q4
$4K Buy
+59
New +$4K ﹤0.01% 849