Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-529
Closed -$63.2K 1284
2025
Q1
$63.2K Buy
529
+1
+0.2% +$120 0.01% 502
2024
Q4
$61.2K Sell
528
-11
-2% -$1.28K 0.01% 536
2024
Q3
$72.8K Buy
539
+1
+0.2% +$135 0.01% 587
2024
Q2
$72.9K Buy
538
+13
+2% +$1.76K 0.01% 548
2024
Q1
$67.9K Buy
525
+1
+0.2% +$129 0.01% 595
2023
Q4
$59.9K Sell
524
-73
-12% -$8.35K 0.01% 575
2023
Q3
$54.3K Buy
597
+2
+0.3% +$182 0.01% 575
2023
Q2
$67K Buy
595
+16
+3% +$1.8K 0.01% 517
2023
Q1
$60.7K Sell
579
-2
-0.3% -$210 0.01% 540
2022
Q4
$64.3K Sell
581
-45
-7% -$4.98K 0.01% 515
2022
Q3
$55K Buy
626
+1
+0.2% +$88 0.01% 521
2022
Q2
$49K Buy
625
+3
+0.5% +$235 0.01% 526
2022
Q1
$53K Buy
622
+421
+209% +$35.9K 0.01% 579
2021
Q4
$24K Buy
+201
New +$24K 0.01% 694