Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-372
Closed -$50.2K 818
2025
Q1
$50.2K Hold
372
0.01% 561
2024
Q4
$53.6K Buy
372
+1
+0.3% +$144 0.01% 565
2024
Q3
$60.1K Hold
371
0.01% 632
2024
Q2
$54.1K Hold
371
0.01% 627
2024
Q1
$48.6K Hold
371
0.01% 673
2023
Q4
$40.2K Hold
371
0.01% 669
2023
Q3
$34.2K Sell
371
-27
-7% -$2.49K 0.01% 676
2023
Q2
$35.2K Hold
398
0.01% 679
2023
Q1
$36.6K Sell
398
-30
-7% -$2.76K 0.01% 664
2022
Q4
$45.1K Buy
428
+132
+45% +$13.9K 0.01% 606
2022
Q3
$26K Sell
296
-33
-10% -$2.9K 0.01% 692
2022
Q2
$33K Hold
329
0.01% 617
2022
Q1
$36K Sell
329
-84
-20% -$9.19K 0.01% 668
2021
Q4
$37K Buy
+413
New +$37K 0.01% 620