Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.7K Hold
47
﹤0.01% 512
2025
Q1
$15.5K Buy
47
+21
+81% +$6.91K ﹤0.01% 511
2024
Q4
$7.18K Sell
26
-27
-51% -$7.46K ﹤0.01% 633
2024
Q3
$18.4K Hold
53
0.01% 523
2024
Q2
$17.5K Hold
53
0.01% 528
2024
Q1
$19.2K Buy
53
+20
+61% +$7.26K 0.01% 547
2023
Q4
$9.88K Sell
33
-451
-93% -$135K ﹤0.01% 627
2023
Q3
$138K Sell
484
-144
-23% -$41.2K 0.04% 286
2023
Q2
$176K Sell
628
-65
-9% -$18.2K 0.05% 262
2023
Q1
$177K Buy
693
+11
+2% +$2.81K 0.05% 259
2022
Q4
$226K Buy
+682
New +$226K 0.06% 227