Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.1K Sell
31
-4
-11% -$529 ﹤0.01% 357
2025
Q1
$4.18K Buy
35
+2
+6% +$239 ﹤0.01% 330
2024
Q4
$4.34K Buy
33
+4
+14% +$526 ﹤0.01% 325
2024
Q3
$3.68K Buy
29
+4
+16% +$507 ﹤0.01% 337
2024
Q2
$3.79K Buy
25
+3
+14% +$455 ﹤0.01% 330
2024
Q1
$3.63K Buy
+22
New +$3.63K ﹤0.01% 329
2022
Q2
Sell
-6,200
Closed -$1.07M 462
2022
Q1
$1.07M Buy
6,200
+144
+2% +$24.7K 0.34% 103
2021
Q4
$1.01M Buy
6,056
+185
+3% +$30.8K 0.31% 115
2021
Q3
$985K Sell
5,871
-39
-0.7% -$6.54K 0.35% 106
2021
Q2
$905K Buy
+5,910
New +$905K 0.33% 117