Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.2K Sell
593
-11
-2% -$393 0.01% 232
2025
Q1
$22.3K Buy
604
+83
+16% +$3.06K 0.01% 197
2024
Q4
$19.6K Sell
521
-121
-19% -$4.54K 0.01% 209
2024
Q3
$26.8K Hold
642
0.01% 204
2024
Q2
$25.1K Buy
642
+31
+5% +$1.21K 0.01% 193
2024
Q1
$26.5K Buy
611
+371
+155% +$16.1K 0.01% 199
2023
Q4
$10.5K Sell
240
-262
-52% -$11.5K 0.01% 218
2023
Q3
$22.3K Buy
502
+262
+109% +$11.6K 0.01% 201
2023
Q2
$9.97K Hold
240
0.01% 218
2023
Q1
$9.1K Hold
240
0.01% 215
2022
Q4
$8K Hold
240
0.01% 222
2022
Q3
$7K Hold
240
﹤0.01% 211
2022
Q2
$9K Hold
240
0.01% 209
2022
Q1
$11K Hold
240
0.01% 268
2021
Q4
$12K Hold
240
0.01% 277
2021
Q3
$13K Hold
240
0.01% 242
2021
Q2
$14K Hold
240
0.01% 207
2021
Q1
$13K Hold
240
0.01% 209
2020
Q4
$13K Hold
240
0.01% 209
2020
Q3
$11K Hold
240
0.01% 201
2020
Q2
$9K Hold
240
0.01% 213
2020
Q1
$8K Hold
240
0.01% 219
2019
Q4
$11K Buy
+240
New +$11K 0.01% 222