Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.5K Sell
141
-3
-2% -$416 0.01% 602
2025
Q1
$23K Buy
144
+67
+87% +$10.7K 0.01% 556
2024
Q4
$10.2K Sell
77
-21
-21% -$2.79K ﹤0.01% 691
2024
Q3
$13.3K Hold
98
﹤0.01% 648
2024
Q2
$14.5K Hold
98
﹤0.01% 615
2024
Q1
$15K Sell
98
-16
-14% -$2.44K ﹤0.01% 596
2023
Q4
$16.4K Hold
114
0.01% 562
2023
Q3
$17.4K Hold
114
0.01% 526
2023
Q2
$15.5K Hold
114
0.01% 535
2023
Q1
$15.1K Hold
114
0.01% 542
2022
Q4
$16K Sell
114
-24
-17% -$3.37K 0.01% 500
2022
Q3
$15K Hold
138
0.01% 489
2022
Q2
$15K Hold
138
0.01% 491
2022
Q1
$15K Hold
138
0.01% 526
2021
Q4
$10K Hold
138
﹤0.01% 583
2021
Q3
$11K Hold
138
﹤0.01% 564
2021
Q2
$12K Sell
138
-45
-25% -$3.91K 0.01% 559
2021
Q1
$13K Buy
+183
New +$13K 0.01% 545