Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.1K Buy
267
+11
+4% +$871 0.01% 168
2025
Q1
$23K Sell
256
-3
-1% -$269 0.01% 145
2024
Q4
$25.8K Sell
259
-77
-23% -$7.66K 0.01% 142
2024
Q3
$38.2K Buy
336
+93
+38% +$10.6K 0.02% 128
2024
Q2
$30.1K Sell
243
-8
-3% -$990 0.02% 129
2024
Q1
$33.1K Hold
251
0.02% 122
2023
Q4
$27.4K Hold
251
0.02% 117
2023
Q3
$25.8K Buy
251
+3
+1% +$309 0.02% 119
2023
Q2
$28.6K Hold
248
0.02% 112
2023
Q1
$26.4K Sell
248
-180
-42% -$19.2K 0.02% 120
2022
Q4
$47.5K Buy
+428
New +$47.5K 0.03% 120
2021
Q4
Sell
-248
Closed -$21K 373
2021
Q3
$21K Buy
+248
New +$21K 0.02% 159