Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,556
Closed -$24.8K 329
2025
Q1
$24.8K Sell
2,556
-1,088
-30% -$10.6K ﹤0.01% 719
2024
Q4
$34.3K Buy
3,644
+4
+0.1% +$38 ﹤0.01% 676
2024
Q3
$41.3K Buy
3,640
+2
+0.1% +$23 ﹤0.01% 716
2024
Q2
$35.6K Buy
3,638
+1,241
+52% +$12.1K ﹤0.01% 720
2024
Q1
$22.8K Buy
2,397
+4
+0.2% +$38 ﹤0.01% 847
2023
Q4
$23.1K Sell
2,393
-1,421
-37% -$13.7K ﹤0.01% 802
2023
Q3
$34.9K Buy
3,814
+1,903
+100% +$17.4K 0.01% 672
2023
Q2
$19.1K Buy
1,911
+10
+0.5% +$100 ﹤0.01% 801
2023
Q1
$21.6K Buy
1,901
+10
+0.5% +$114 ﹤0.01% 768
2022
Q4
$22.5K Buy
1,891
+688
+57% +$8.2K ﹤0.01% 747
2022
Q3
$13K Buy
1,203
+522
+77% +$5.64K ﹤0.01% 815
2022
Q2
$8K Buy
681
+90
+15% +$1.06K ﹤0.01% 867
2022
Q1
$7K Buy
591
+2
+0.3% +$24 ﹤0.01% 964
2021
Q4
$7K Buy
+589
New +$7K ﹤0.01% 863