Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Sell
729
-22
-3% -$3.72K ﹤0.01% 905
2025
Q1
$116K Buy
751
+259
+53% +$39.9K ﹤0.01% 985
2024
Q4
$83.6K Hold
492
﹤0.01% 1098
2024
Q3
$85.4K Hold
492
﹤0.01% 958
2024
Q2
$84.6K Sell
492
-236
-32% -$40.6K ﹤0.01% 949
2024
Q1
$190K Hold
728
﹤0.01% 777
2023
Q4
$154K Buy
728
+51
+8% +$10.8K 0.01% 837
2023
Q3
$115K Buy
677
+27
+4% +$4.59K ﹤0.01% 907
2023
Q2
$134K Hold
650
0.01% 870
2023
Q1
$149K Buy
650
+236
+57% +$54K 0.01% 820
2022
Q4
$80K Sell
414
-2
-0.5% -$386 ﹤0.01% 820
2022
Q3
$78K Sell
416
-236
-36% -$44.3K ﹤0.01% 792
2022
Q2
$125K Sell
652
-236
-27% -$45.2K 0.01% 952
2022
Q1
$194K Sell
888
-25
-3% -$5.46K 0.01% 914
2021
Q4
$277K Buy
913
+27
+3% +$8.19K 0.01% 944
2021
Q3
$252K Hold
886
0.01% 833
2021
Q2
$219K Sell
886
-87
-9% -$21.5K 0.01% 911
2021
Q1
$212K Buy
+973
New +$212K 0.01% 1040