Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.6K Buy
6,486
+100
+2% +$919 ﹤0.01% 1052
2025
Q1
$61.9K Buy
6,386
+1,066
+20% +$10.3K ﹤0.01% 967
2024
Q4
$50.1K Buy
5,320
+300
+6% +$2.82K ﹤0.01% 914
2024
Q3
$56.9K Buy
5,020
+364
+8% +$4.12K ﹤0.01% 834
2024
Q2
$45.5K Buy
4,656
+1,299
+39% +$12.7K ﹤0.01% 848
2024
Q1
$31.9K Sell
3,357
-25
-0.7% -$238 ﹤0.01% 939
2023
Q4
$32.6K Sell
3,382
-3,884
-53% -$37.4K ﹤0.01% 925
2023
Q3
$66.6K Sell
7,266
-26,798
-79% -$245K ﹤0.01% 769
2023
Q2
$340K Hold
34,064
0.01% 474
2023
Q1
$388K Hold
34,064
0.01% 448
2022
Q4
$406K Sell
34,064
-564
-2% -$6.72K 0.01% 451
2022
Q3
$371K Buy
34,628
+62
+0.2% +$664 0.01% 480
2022
Q2
$429K Hold
34,566
0.01% 489
2022
Q1
$392K Sell
34,566
-156
-0.4% -$1.77K 0.01% 518
2021
Q4
$417K Buy
+34,722
New +$417K 0.01% 510