Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-316
Closed -$68.6K 685
2025
Q1
$68.6K Buy
316
+53
+20% +$11.5K 0.01% 491
2024
Q4
$54.2K Buy
263
+1
+0.4% +$206 0.01% 560
2024
Q3
$46.1K Hold
262
﹤0.01% 682
2024
Q2
$42.7K Hold
262
﹤0.01% 676
2024
Q1
$39K Hold
262
﹤0.01% 709
2023
Q4
$33.7K Hold
262
﹤0.01% 715
2023
Q3
$27.6K Hold
262
﹤0.01% 723
2023
Q2
$27.3K Hold
262
﹤0.01% 727
2023
Q1
$26.4K Hold
262
﹤0.01% 739
2022
Q4
$24.2K Hold
262
﹤0.01% 731
2022
Q3
$21K Buy
262
+113
+76% +$9.06K ﹤0.01% 726
2022
Q2
$15K Sell
149
-18
-11% -$1.81K ﹤0.01% 760
2022
Q1
$20K Buy
167
+102
+157% +$12.2K ﹤0.01% 788
2021
Q4
$9K Buy
+65
New +$9K ﹤0.01% 837