Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.4K Buy
205
+1
+0.5% +$138 ﹤0.01% 670
2025
Q1
$32.6K Buy
204
+1
+0.5% +$160 ﹤0.01% 606
2024
Q4
$27K Hold
203
﹤0.01% 617
2024
Q3
$27.5K Buy
203
+1
+0.5% +$135 ﹤0.01% 572
2024
Q2
$29.8K Buy
202
+1
+0.5% +$147 ﹤0.01% 542
2024
Q1
$30.7K Hold
201
﹤0.01% 517
2023
Q4
$28.9K Buy
+201
New +$28.9K ﹤0.01% 512
2023
Q1
Sell
-26
Closed -$3.69K 1095
2022
Q4
$3.69K Buy
26
+17
+189% +$2.41K ﹤0.01% 682
2022
Q3
$1K Hold
9
﹤0.01% 790
2022
Q2
$1K Hold
9
﹤0.01% 806
2022
Q1
$1K Buy
+9
New +$1K ﹤0.01% 796