Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.8K Hold
61
﹤0.01% 262
2025
Q1
$10.4K Buy
61
+15
+33% +$2.56K ﹤0.01% 237
2024
Q4
$8.14K Sell
46
-27
-37% -$4.78K ﹤0.01% 250
2024
Q3
$11.1K Hold
73
﹤0.01% 259
2024
Q2
$13.3K Buy
73
+6
+9% +$1.09K ﹤0.01% 233
2024
Q1
$12.9K Buy
+67
New +$12.9K ﹤0.01% 248
2022
Q2
Sell
-256
Closed -$49K 240
2022
Q1
$49K Hold
256
0.03% 187
2021
Q4
$52K Buy
256
+31
+14% +$6.3K 0.03% 196
2021
Q3
$49K Buy
+225
New +$49K 0.03% 180
2020
Q3
Sell
-60
Closed -$11K 232
2020
Q2
$11K Buy
+60
New +$11K 0.01% 205