Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.3K Sell
116
-193
-62% -$58.7K ﹤0.01% 197
2025
Q1
$82.9K Sell
309
-19
-6% -$5.1K ﹤0.01% 189
2024
Q4
$80.8K Hold
328
﹤0.01% 187
2024
Q3
$75.1K Hold
328
﹤0.01% 190
2024
Q2
$66.2K Hold
328
﹤0.01% 183
2024
Q1
$64K Hold
328
﹤0.01% 181
2023
Q4
$50.7K Sell
328
-3
-0.9% -$464 ﹤0.01% 174
2023
Q3
$42.8K Hold
331
﹤0.01% 174
2023
Q2
$45.3K Hold
331
﹤0.01% 180
2023
Q1
$41.9K Buy
331
+60
+22% +$7.59K ﹤0.01% 177
2022
Q4
$28K Buy
271
+49
+22% +$5.06K ﹤0.01% 184
2022
Q3
$18K Hold
222
﹤0.01% 188
2022
Q2
$20K Hold
222
﹤0.01% 188
2022
Q1
$25K Buy
222
+2
+0.9% +$225 ﹤0.01% 193
2021
Q4
$31K Hold
220
﹤0.01% 205
2021
Q3
$30K Buy
220
+17
+8% +$2.32K ﹤0.01% 204
2021
Q2
$29K Hold
203
﹤0.01% 206
2021
Q1
$25K Hold
203
﹤0.01% 212
2020
Q4
$26K Hold
203
﹤0.01% 216
2020
Q3
$32K Buy
203
+3
+2% +$473 ﹤0.01% 213
2020
Q2
$28K Buy
+200
New +$28K ﹤0.01% 222