Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.4K Buy
30,437
+3,725
+14% +$8.98K ﹤0.01% 762
2025
Q1
$62.2K Buy
26,712
+2,592
+11% +$6.04K ﹤0.01% 783
2024
Q4
$44.6K Hold
24,120
﹤0.01% 787
2024
Q3
$58.9K Hold
24,120
﹤0.01% 783
2024
Q2
$49.4K Hold
24,120
﹤0.01% 761
2024
Q1
$59.8K Hold
24,120
﹤0.01% 759
2023
Q4
$67.5K Hold
24,120
﹤0.01% 741
2023
Q3
$62.2K Sell
24,120
-270
-1% -$697 ﹤0.01% 730
2023
Q2
$77.6K Buy
24,390
+790
+3% +$2.51K ﹤0.01% 720
2023
Q1
$66.6K Sell
23,600
-487
-2% -$1.37K ﹤0.01% 667
2022
Q4
$65.5K Buy
+24,087
New +$65.5K 0.01% 627