Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
165
-29
-15% -$26K 0.01% 371
2025
Q1
$132K Buy
194
+161
+488% +$109K 0.01% 388
2024
Q4
$20.8K Hold
33
﹤0.01% 432
2024
Q3
$25.6K Hold
33
﹤0.01% 416
2024
Q2
$27.2K Sell
33
-19
-37% -$15.7K ﹤0.01% 422
2024
Q1
$36.3K Buy
52
+9
+21% +$6.29K ﹤0.01% 403
2023
Q4
$25K Hold
43
﹤0.01% 402
2023
Q3
$19.7K Hold
43
﹤0.01% 407
2023
Q2
$20.9K Hold
43
﹤0.01% 411
2023
Q1
$17.2K Hold
43
﹤0.01% 456
2022
Q4
$16.2K Buy
43
+20
+87% +$7.54K ﹤0.01% 497
2022
Q3
$7K Hold
23
﹤0.01% 574
2022
Q2
$7K Hold
23
﹤0.01% 614
2022
Q1
$8K Hold
23
﹤0.01% 615
2021
Q4
$10K Hold
23
﹤0.01% 563
2021
Q3
$8K Buy
+23
New +$8K ﹤0.01% 501