Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.3K Sell
536
-106
-17% -$10.7K ﹤0.01% 1092
2025
Q1
$68.2K Buy
642
+195
+44% +$20.7K ﹤0.01% 919
2024
Q4
$49K Buy
447
+142
+47% +$15.6K ﹤0.01% 925
2024
Q3
$44.2K Buy
305
+120
+65% +$17.4K ﹤0.01% 911
2024
Q2
$27K Buy
185
+6
+3% +$876 ﹤0.01% 982
2024
Q1
$25.7K Sell
179
-16
-8% -$2.3K ﹤0.01% 997
2023
Q4
$18.2K Sell
195
-3
-2% -$280 ﹤0.01% 1092
2023
Q3
$17.5K Buy
198
+39
+25% +$3.44K ﹤0.01% 1115
2023
Q2
$17.9K Buy
159
+3
+2% +$337 ﹤0.01% 1116
2023
Q1
$19.7K Hold
156
﹤0.01% 1091
2022
Q4
$17K Hold
156
﹤0.01% 1147
2022
Q3
$11K Buy
156
+6
+4% +$423 ﹤0.01% 1275
2022
Q2
$7K Hold
150
﹤0.01% 1486
2022
Q1
$11K Sell
150
-341
-69% -$25K ﹤0.01% 1452
2021
Q4
$63K Buy
+491
New +$63K ﹤0.01% 921