Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.6K Sell
177
-2
-1% -$662 0.02% 213
2025
Q1
$58.8K Buy
179
+13
+8% +$4.27K 0.03% 205
2024
Q4
$45.8K Buy
166
+1
+0.6% +$276 0.02% 250
2024
Q3
$57.2K Buy
165
+1
+0.6% +$346 0.03% 214
2024
Q2
$54.3K Hold
164
0.03% 224
2024
Q1
$59.4K Buy
+164
New +$59.4K 0.03% 206
2023
Q4
Sell
-1
Closed -$276 637
2023
Q3
$276 Sell
1
-38
-97% -$10.5K ﹤0.01% 603
2023
Q2
$10.9K Hold
39
0.01% 329
2023
Q1
$9.87K Buy
39
+1
+3% +$253 0.01% 363
2022
Q4
$12.7K Hold
38
0.01% 317
2022
Q3
$11K Hold
38
0.01% 323
2022
Q2
$10K Buy
+38
New +$10K 0.01% 340