Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-432
Closed -$78.2K 744
2025
Q1
$78.2K Hold
432
0.01% 460
2024
Q4
$90.4K Buy
432
+15
+4% +$3.14K 0.01% 440
2024
Q3
$89.4K Hold
417
0.01% 530
2024
Q2
$83.9K Hold
417
0.01% 508
2024
Q1
$102K Hold
417
0.01% 481
2023
Q4
$90.5K Buy
417
+10
+2% +$2.17K 0.01% 476
2023
Q3
$84.7K Hold
407
0.01% 452
2023
Q2
$87.6K Hold
407
0.01% 452
2023
Q1
$94K Hold
407
0.02% 426
2022
Q4
$92.9K Buy
407
+8
+2% +$1.83K 0.02% 415
2022
Q3
$80K Hold
399
0.02% 424
2022
Q2
$72K Sell
399
-43
-10% -$7.76K 0.02% 428
2022
Q1
$85K Buy
442
+247
+127% +$47.5K 0.02% 449
2021
Q4
$46K Buy
+195
New +$46K 0.01% 565