Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.24K Hold
156
﹤0.01% 693
2025
Q1
$3.05K Hold
156
﹤0.01% 700
2024
Q4
$3.26K Hold
156
﹤0.01% 688
2024
Q3
$3.8K Sell
156
-2,697
-95% -$65.7K ﹤0.01% 718
2024
Q2
$71.7K Sell
2,853
-2,361
-45% -$59.3K 0.02% 324
2024
Q1
$156K Buy
5,214
+323
+7% +$9.66K 0.06% 261
2023
Q4
$156K Buy
4,891
+535
+12% +$17K 0.06% 251
2023
Q3
$154K Buy
4,356
+75
+2% +$2.65K 0.05% 275
2023
Q2
$163K Sell
4,281
-371
-8% -$14.1K 0.05% 277
2023
Q1
$176K Sell
4,652
-264
-5% -$9.97K 0.05% 261
2022
Q4
$208K Buy
+4,916
New +$208K 0.06% 239