Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.4K Hold
101
﹤0.01% 93
2025
Q1
$14.8K Buy
101
+1
+1% +$147 0.01% 88
2024
Q4
$13K Buy
+100
New +$13K 0.01% 91
2024
Q3
Sell
-99
Closed -$10.1K 81
2024
Q2
$10.1K Sell
99
-19
-16% -$1.95K ﹤0.01% 91
2024
Q1
$10.5K Buy
118
+2
+2% +$177 ﹤0.01% 92
2023
Q4
$10.6K Buy
116
+1
+0.9% +$92 ﹤0.01% 91
2023
Q3
$8.96K Buy
115
+3
+3% +$234 0.01% 98
2023
Q2
$9.45K Buy
112
+1
+0.9% +$84 0.01% 99
2023
Q1
$9.78K Hold
111
0.01% 93
2022
Q4
$11.2K Sell
111
-113
-50% -$11.4K 0.01% 91
2022
Q3
$21K Hold
224
0.02% 81
2022
Q2
$24K Hold
224
0.02% 81
2022
Q1
$28K Hold
224
0.02% 82
2021
Q4
$33K Hold
224
0.02% 77
2021
Q3
$33K Hold
224
0.02% 76
2021
Q2
$37K Buy
+224
New +$37K 0.03% 74