Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.2K Buy
263
+4
+2% +$413 ﹤0.01% 1900
2025
Q1
$25.5K Buy
259
+4
+2% +$394 ﹤0.01% 1926
2024
Q4
$38.2K Hold
255
﹤0.01% 1710
2024
Q3
$33.2K Buy
255
+1
+0.4% +$130 ﹤0.01% 1799
2024
Q2
$30.1K Hold
254
﹤0.01% 1763
2024
Q1
$24K Hold
254
﹤0.01% 1904
2023
Q4
$20.2K Sell
254
-112
-31% -$8.9K ﹤0.01% 1913
2023
Q3
$27.5K Buy
366
+112
+44% +$8.43K ﹤0.01% 1689
2023
Q2
$18.1K Sell
254
-4
-2% -$285 ﹤0.01% 1938
2023
Q1
$12.9K Buy
258
+26
+11% +$1.3K ﹤0.01% 2093
2022
Q4
$10.1K Sell
232
-47
-17% -$2.05K ﹤0.01% 2137
2022
Q3
$15K Buy
279
+79
+40% +$4.25K ﹤0.01% 1882
2022
Q2
$9K Sell
200
-13
-6% -$585 ﹤0.01% 2155
2022
Q1
$12K Buy
213
+13
+7% +$732 ﹤0.01% 2063
2021
Q4
$9K Buy
+200
New +$9K ﹤0.01% 2164
2021
Q3
Sell
-6
Closed -$1K 3091
2021
Q2
$1K Buy
+6
New +$1K ﹤0.01% 2720