Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.3K Sell
135
-1
-0.7% -$269 0.01% 302
2025
Q1
$34.6K Sell
136
-10
-7% -$2.54K 0.02% 293
2024
Q4
$34.2K Sell
146
-5
-3% -$1.17K 0.02% 336
2024
Q3
$38.5K Hold
151
0.02% 305
2024
Q2
$35.8K Buy
151
+1
+0.7% +$237 0.02% 309
2024
Q1
$34.7K Buy
150
+143
+2,043% +$33.1K 0.02% 322
2023
Q4
$1.43K Hold
7
﹤0.01% 490
2023
Q3
$1.21K Hold
7
﹤0.01% 513
2023
Q2
$1.33K Hold
7
﹤0.01% 554
2023
Q1
$1.18K Hold
7
﹤0.01% 639
2022
Q4
$1.04K Hold
7
﹤0.01% 648
2022
Q3
$1K Hold
7
﹤0.01% 622
2022
Q2
$1K Hold
7
﹤0.01% 629
2022
Q1
$1K Hold
7
﹤0.01% 596
2021
Q4
$1.65K Buy
+7
New +$1.65K ﹤0.01% 555