Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-119
Closed -$39.2K 198
2025
Q1
$39.2K Buy
119
+17
+17% +$5.59K 0.01% 272
2024
Q4
$28.2K Buy
102
+5
+5% +$1.38K 0.01% 356
2024
Q3
$33.6K Hold
97
0.01% 332
2024
Q2
$32.1K Hold
97
0.01% 327
2024
Q1
$35.2K Hold
97
0.01% 311
2023
Q4
$29K Hold
97
0.01% 346
2023
Q3
$27.7K Hold
97
0.01% 333
2023
Q2
$27.2K Hold
97
0.01% 333
2023
Q1
$24.8K Hold
97
0.01% 313
2022
Q4
$32.1K Hold
97
0.02% 266
2022
Q3
$27K Hold
97
0.01% 290
2022
Q2
$26K Hold
97
0.01% 320
2022
Q1
$23K Hold
97
0.01% 350
2021
Q4
$22K Hold
97
0.01% 384
2021
Q3
$19K Buy
+97
New +$19K 0.01% 390
2020
Q1
Sell
-97
Closed -$19K 185
2019
Q4
$19K Buy
+97
New +$19K 0.01% 386