Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.5K Buy
60
+1
+2% +$225 0.01% 179
2025
Q1
$14.4K Hold
59
0.01% 175
2024
Q4
$16.6K Hold
59
0.01% 173
2024
Q3
$16K Buy
59
+1
+2% +$272 0.01% 147
2024
Q2
$17.5K Buy
+58
New +$17.5K 0.01% 150
2024
Q1
Sell
-58
Closed -$14.6K 178
2023
Q4
$14.6K Buy
58
+1
+2% +$252 0.01% 176
2023
Q3
$15.2K Hold
57
0.01% 151
2023
Q2
$14.2K Hold
57
0.01% 153
2023
Q1
$13K Hold
57
0.01% 179
2022
Q4
$9.79K Buy
57
+1
+2% +$172 0.01% 195
2022
Q3
$8K Hold
56
0.01% 201
2022
Q2
$13K Buy
+56
New +$13K 0.01% 174