Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$42.9K Buy
368
+23
+7% +$2.68K ﹤0.01% 1070
2024
Q4
$41.4K Sell
345
-10
-3% -$1.2K ﹤0.01% 896
2024
Q3
$37.7K Hold
355
﹤0.01% 949
2024
Q2
$33.5K Sell
355
-47
-12% -$4.44K ﹤0.01% 972
2024
Q1
$44.4K Buy
402
+1
+0.2% +$111 ﹤0.01% 818
2023
Q4
$34.7K Buy
401
+3
+0.8% +$260 ﹤0.01% 907
2023
Q3
$27.9K Buy
398
+3
+0.8% +$211 ﹤0.01% 903
2023
Q2
$26.3K Hold
395
﹤0.01% 958
2023
Q1
$23.3K Sell
395
-130
-25% -$7.68K ﹤0.01% 992
2022
Q4
$24.6K Sell
525
-153
-23% -$7.18K ﹤0.01% 964
2022
Q3
$23K Sell
678
-6
-0.9% -$204 ﹤0.01% 922
2022
Q2
$30K Buy
+684
New +$30K 0.01% 823