Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.5K Sell
137
-8
-6% -$1.43K ﹤0.01% 674
2025
Q1
$23.2K Hold
145
﹤0.01% 645
2024
Q4
$25.2K Hold
145
﹤0.01% 636
2024
Q3
$32.8K Buy
145
+25
+21% +$5.66K ﹤0.01% 578
2024
Q2
$26.9K Buy
120
+8
+7% +$1.79K ﹤0.01% 566
2024
Q1
$28.6K Hold
112
﹤0.01% 566
2023
Q4
$25.5K Buy
112
+12
+12% +$2.73K ﹤0.01% 518
2023
Q3
$20.2K Hold
100
﹤0.01% 566
2023
Q2
$18.4K Sell
100
-118
-54% -$21.7K ﹤0.01% 598
2023
Q1
$42.5K Sell
218
-68
-24% -$13.3K ﹤0.01% 519
2022
Q4
$51.1K Buy
286
+68
+31% +$12.1K ﹤0.01% 477
2022
Q3
$34K Sell
218
-240
-52% -$37.4K ﹤0.01% 537
2022
Q2
$72K Buy
+458
New +$72K 0.01% 429
2021
Q3
Sell
-20
Closed -$3K 380
2021
Q2
$3K Buy
+20
New +$3K ﹤0.01% 721