Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$916 Buy
5
+4
+400% +$733 ﹤0.01% 530
2025
Q1
$176 Sell
1
-405
-100% -$71.3K ﹤0.01% 622
2024
Q4
$76.2K Hold
406
0.02% 219
2024
Q3
$77.8K Sell
406
-1
-0.2% -$192 0.02% 220
2024
Q2
$73.4K Buy
407
+1
+0.2% +$180 0.02% 221
2024
Q1
$71.9K Buy
406
+1
+0.2% +$177 0.02% 214
2023
Q4
$62.3K Sell
405
-193
-32% -$29.7K 0.02% 219
2023
Q3
$83.4K Hold
598
0.03% 210
2023
Q2
$88.3K Hold
598
0.03% 216
2023
Q1
$90.9K Sell
598
-64
-10% -$9.72K 0.03% 220
2022
Q4
$89.6K Hold
662
0.03% 208
2022
Q3
$77K Hold
662
0.03% 213
2022
Q2
$80K Sell
662
-465
-41% -$56.2K 0.03% 212
2022
Q1
$177K Hold
1,127
0.06% 195
2021
Q4
$205K Hold
1,127
0.06% 188
2021
Q3
$175K Buy
1,127
+257
+30% +$39.9K 0.06% 191
2021
Q2
$131K Hold
870
0.05% 202
2021
Q1
$119K Hold
870
0.05% 192
2020
Q4
$110K Buy
+870
New +$110K 0.05% 171