Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-233
Closed -$37.2K 372
2025
Q1
$37.2K Sell
233
-6
-3% -$958 0.04% 267
2024
Q4
$31.8K Hold
239
0.03% 298
2024
Q3
$32.5K Buy
239
+6
+3% +$815 0.03% 313
2024
Q2
$34.4K Hold
233
0.03% 284
2024
Q1
$35.6K Buy
+233
New +$35.6K 0.03% 296
2023
Q4
Sell
-233
Closed -$35.6K 321
2023
Q3
$35.6K Hold
233
0.03% 285
2023
Q2
$31.7K Hold
233
0.03% 270
2023
Q1
$30.8K Hold
233
0.03% 276
2022
Q4
$33K Hold
233
0.03% 267
2022
Q3
$25K Hold
233
0.02% 316
2022
Q2
$25K Hold
233
0.02% 330
2022
Q1
$25K Buy
+233
New +$25K 0.02% 386