Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.1K Sell
58
-9
-13% -$1.88K ﹤0.01% 801
2025
Q1
$12.2K Hold
67
﹤0.01% 774
2024
Q4
$12.7K Buy
67
+19
+40% +$3.6K ﹤0.01% 762
2024
Q3
$8.73K Hold
48
﹤0.01% 836
2024
Q2
$7.59K Hold
48
﹤0.01% 845
2024
Q1
$6.99K Hold
48
﹤0.01% 848
2023
Q4
$6.09K Sell
48
-25
-34% -$3.17K ﹤0.01% 864
2023
Q3
$7.76K Hold
73
﹤0.01% 792
2023
Q2
$8.01K Hold
73
﹤0.01% 787
2023
Q1
$7.38K Buy
73
+6
+9% +$606 ﹤0.01% 745
2022
Q4
$5.45K Hold
67
﹤0.01% 776
2022
Q3
$5K Buy
67
+3
+5% +$224 ﹤0.01% 811
2022
Q2
$5K Hold
64
﹤0.01% 818
2022
Q1
$6K Hold
64
﹤0.01% 768
2021
Q4
$6K Hold
64
﹤0.01% 697
2021
Q3
$6K Sell
64
-1
-2% -$94 ﹤0.01% 685
2021
Q2
$6K Sell
65
-26
-29% -$2.4K ﹤0.01% 669
2021
Q1
$7K Buy
91
+27
+42% +$2.08K ﹤0.01% 554
2020
Q4
$5K Buy
+64
New +$5K ﹤0.01% 568
2020
Q2
Sell
-90
Closed -$4K 640
2020
Q1
$4K Buy
+90
New +$4K ﹤0.01% 540