Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6K Sell
149
-58
-28% -$4.13K ﹤0.01% 557
2025
Q1
$13.2K Sell
207
-2
-1% -$127 0.01% 409
2024
Q4
$15.9K Sell
209
-97
-32% -$7.36K 0.01% 349
2024
Q3
$27.1K Buy
306
+7
+2% +$619 0.01% 275
2024
Q2
$22.6K Sell
299
-1
-0.3% -$75 0.01% 204
2024
Q1
$28.2K Buy
300
+9
+3% +$847 0.01% 191
2023
Q4
$31.6K Buy
291
+150
+106% +$16.3K 0.01% 178
2023
Q3
$13.5K Hold
141
﹤0.01% 193
2023
Q2
$15.6K Sell
141
-4
-3% -$442 0.01% 201
2023
Q1
$17.8K Buy
145
+4
+3% +$491 0.01% 205
2022
Q4
$16.5K Buy
+141
New +$16.5K 0.01% 195