Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.9K Hold
622
﹤0.01% 477
2025
Q1
$18.6K Buy
622
+158
+34% +$4.71K 0.01% 471
2024
Q4
$16.6K Sell
464
-188
-29% -$6.74K ﹤0.01% 502
2024
Q3
$26.4K Sell
652
-43
-6% -$1.74K 0.01% 465
2024
Q2
$32.5K Sell
695
-422
-38% -$19.7K 0.01% 424
2024
Q1
$47.4K Sell
1,117
-477
-30% -$20.2K 0.02% 406
2023
Q4
$66.5K Sell
1,594
-370
-19% -$15.4K 0.03% 380
2023
Q3
$83.4K Sell
1,964
-32
-2% -$1.36K 0.02% 380
2023
Q2
$112K Sell
1,996
-80
-4% -$4.48K 0.03% 329
2023
Q1
$103K Sell
2,076
-15
-0.7% -$743 0.03% 346
2022
Q4
$99K Buy
+2,091
New +$99K 0.03% 353