Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.4K Hold
254
0.03% 275
2025
Q1
$68.3K Sell
254
-1
-0.4% -$269 0.03% 279
2024
Q4
$62.7K Sell
255
-33
-11% -$8.12K 0.03% 278
2024
Q3
$65.9K Sell
288
-56
-16% -$12.8K 0.03% 275
2024
Q2
$69.4K Buy
+344
New +$69.4K 0.03% 276
2023
Q3
Sell
-359
Closed -$49.1K 626
2023
Q2
$49.1K Sell
359
-808
-69% -$110K 0.03% 328
2023
Q1
$148K Buy
+1,167
New +$148K 0.09% 213
2022
Q3
Sell
-3,878
Closed -$352K 191
2022
Q2
$352K Buy
3,878
+1,512
+64% +$137K 0.28% 120
2022
Q1
$262K Buy
+2,366
New +$262K 0.17% 155
2021
Q2
Sell
-1,965
Closed -$241K 202
2021
Q1
$241K Buy
+1,965
New +$241K 0.15% 167