Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.7K Hold
146
﹤0.01% 365
2025
Q1
$68.2K Sell
146
-19
-12% -$8.87K ﹤0.01% 360
2024
Q4
$69.2K Buy
165
+25
+18% +$10.5K ﹤0.01% 358
2024
Q3
$66.8K Sell
140
-33
-19% -$15.8K ﹤0.01% 352
2024
Q2
$75.9K Buy
173
+74
+75% +$32.5K 0.01% 333
2024
Q1
$46K Sell
99
-44
-31% -$20.4K ﹤0.01% 391
2023
Q4
$58.7K Buy
143
+30
+27% +$12.3K ﹤0.01% 349
2023
Q3
$42.1K Buy
113
+16
+16% +$5.96K ﹤0.01% 383
2023
Q2
$37K Hold
97
﹤0.01% 399
2023
Q1
$34.5K Sell
97
-10
-9% -$3.55K ﹤0.01% 402
2022
Q4
$34.9K Buy
107
+34
+47% +$11.1K ﹤0.01% 391
2022
Q3
$20K Sell
73
-1
-1% -$274 ﹤0.01% 460
2022
Q2
$21K Sell
74
-9
-11% -$2.55K ﹤0.01% 437
2022
Q1
$27K Hold
83
﹤0.01% 420
2021
Q4
$29K Hold
83
0.62% 14
2021
Q3
$24K Buy
+83
New +$24K ﹤0.01% 392