Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.1K Sell
310
-7
-2% -$521 0.01% 455
2025
Q1
$21.5K Sell
317
-38
-11% -$2.57K 0.01% 460
2024
Q4
$22K Sell
355
-28
-7% -$1.73K 0.01% 598
2024
Q3
$24.9K Buy
383
+31
+9% +$2.02K 0.01% 533
2024
Q2
$18.9K Buy
352
+2
+0.6% +$107 0.01% 668
2024
Q1
$18.5K Buy
+350
New +$18.5K 0.01% 697
2023
Q4
Sell
-42
Closed -$1.84K 642
2023
Q3
$1.84K Buy
42
+1
+2% +$44 ﹤0.01% 477
2023
Q2
$1.85K Hold
41
﹤0.01% 525
2023
Q1
$1.83K Hold
41
﹤0.01% 587
2022
Q4
$1.7K Hold
41
﹤0.01% 592
2022
Q3
$2K Hold
41
﹤0.01% 541
2022
Q2
$2K Buy
41
+1
+3% +$49 ﹤0.01% 547
2022
Q1
$2K Hold
40
﹤0.01% 530
2021
Q4
$2.67K Buy
+40
New +$2.67K ﹤0.01% 493