Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.9K Hold
202
﹤0.01% 580
2025
Q1
$63.9K Sell
202
-13
-6% -$4.12K ﹤0.01% 572
2024
Q4
$72.5K Buy
215
+13
+6% +$4.39K 0.01% 562
2024
Q3
$64.4K Hold
202
﹤0.01% 566
2024
Q2
$64.9K Hold
202
﹤0.01% 558
2024
Q1
$70.1K Hold
202
0.01% 562
2023
Q4
$73.3K Sell
202
-2
-1% -$726 0.01% 536
2023
Q3
$60.7K Hold
204
0.01% 557
2023
Q2
$67.4K Hold
204
0.01% 559
2023
Q1
$67.9K Hold
204
0.01% 575
2022
Q4
$49.3K Buy
204
+2
+1% +$483 ﹤0.01% 594
2022
Q3
$45K Hold
202
﹤0.01% 557
2022
Q2
$48K Hold
202
﹤0.01% 552
2022
Q1
$64K Hold
202
0.01% 533
2021
Q4
$81K Hold
202
0.01% 518
2021
Q3
$69K Hold
202
0.01% 530
2021
Q2
$70K Hold
202
0.01% 526
2021
Q1
$69K Buy
+202
New +$69K 0.01% 498