Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.6K Hold
94
﹤0.01% 535
2025
Q1
$11.8K Sell
94
-408
-81% -$51.4K ﹤0.01% 547
2024
Q4
$70.4K Sell
502
-24
-5% -$3.37K 0.02% 315
2024
Q3
$67.6K Sell
526
-44
-8% -$5.65K 0.02% 335
2024
Q2
$81.3K Sell
570
-125
-18% -$17.8K 0.03% 302
2024
Q1
$116K Hold
695
0.04% 295
2023
Q4
$136K Sell
695
-38
-5% -$7.46K 0.05% 266
2023
Q3
$112K Buy
733
+80
+12% +$12.2K 0.03% 322
2023
Q2
$84.3K Sell
653
-341
-34% -$44K 0.02% 393
2023
Q1
$129K Hold
994
0.04% 302
2022
Q4
$112K Buy
+994
New +$112K 0.03% 334