Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.3K Buy
793
+171
+27% +$3.29K ﹤0.01% 1465
2025
Q1
$9.15K Sell
622
-30
-5% -$441 ﹤0.01% 1579
2024
Q4
$17.4K Sell
652
-423
-39% -$11.3K ﹤0.01% 1311
2024
Q3
$27.6K Sell
1,075
-158
-13% -$4.06K ﹤0.01% 1091
2024
Q2
$40.8K Sell
1,233
-23
-2% -$761 ﹤0.01% 868
2024
Q1
$41.9K Buy
1,256
+22
+2% +$733 ﹤0.01% 866
2023
Q4
$43.7K Hold
1,234
﹤0.01% 864
2023
Q3
$42.5K Sell
1,234
-250
-17% -$8.61K ﹤0.01% 871
2023
Q2
$61.7K Hold
1,484
﹤0.01% 803
2023
Q1
$57K Hold
1,484
﹤0.01% 810
2022
Q4
$48K Sell
1,484
-484
-25% -$15.7K ﹤0.01% 858
2022
Q3
$51K Hold
1,968
﹤0.01% 862
2022
Q2
$55K Hold
1,968
﹤0.01% 891
2022
Q1
$58K Hold
1,968
﹤0.01% 930
2021
Q4
$75K Buy
+1,968
New +$75K ﹤0.01% 867