Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27K Sell
377
-6
-2% -$430 0.01% 389
2025
Q1
$25.9K Buy
383
+52
+16% +$3.52K 0.01% 375
2024
Q4
$20.2K Buy
331
+2
+0.6% +$122 0.01% 645
2024
Q3
$18.9K Buy
329
+2
+0.6% +$115 0.01% 728
2024
Q2
$16.3K Buy
327
+2
+0.6% +$100 0.01% 776
2024
Q1
$18.6K Buy
+325
New +$18.6K 0.01% 691
2023
Q2
Sell
-41
Closed -$2.04K 737
2023
Q1
$2.04K Hold
41
﹤0.01% 572
2022
Q4
$1.83K Hold
41
﹤0.01% 580
2022
Q3
$2K Hold
41
﹤0.01% 555
2022
Q2
$2K Buy
41
+1
+3% +$49 ﹤0.01% 563
2022
Q1
$2K Hold
40
﹤0.01% 537
2021
Q4
$1.82K Buy
+40
New +$1.82K ﹤0.01% 543