Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.7K Buy
264
+1
+0.4% +$86 0.01% 461
2025
Q1
$22K Sell
263
-146
-36% -$12.2K 0.01% 452
2024
Q4
$34.5K Buy
409
+1
+0.2% +$84 0.02% 333
2024
Q3
$35.7K Buy
408
+2
+0.5% +$175 0.02% 329
2024
Q2
$32.2K Buy
406
+1
+0.2% +$79 0.02% 343
2024
Q1
$37.9K Buy
+405
New +$37.9K 0.02% 299
2023
Q4
Hold
0
-$33 647
2023
Q3
Sell
-159
Closed -$13.7K 651
2023
Q2
$13.7K Hold
159
0.01% 295
2023
Q1
$11.6K Buy
159
+1
+0.6% +$73 0.01% 340
2022
Q4
$10.6K Buy
158
+1
+0.6% +$67 0.01% 345
2022
Q3
$9K Hold
157
0.01% 352
2022
Q2
$9K Buy
+157
New +$9K 0.01% 350