Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.2K Buy
426
+22
+5% +$937 ﹤0.01% 1406
2025
Q1
$16.8K Sell
404
-22
-5% -$914 ﹤0.01% 1376
2024
Q4
$22.5K Buy
426
+10
+2% +$527 ﹤0.01% 1205
2024
Q3
$20.1K Buy
416
+16
+4% +$774 ﹤0.01% 1232
2024
Q2
$20.3K Sell
400
-6
-1% -$304 ﹤0.01% 1067
2024
Q1
$19K Buy
406
+16
+4% +$749 ﹤0.01% 1094
2023
Q4
$17.1K Sell
390
-390
-50% -$17.1K ﹤0.01% 1121
2023
Q3
$32.6K Hold
780
﹤0.01% 947
2023
Q2
$33.3K Sell
780
-57
-7% -$2.43K ﹤0.01% 951
2023
Q1
$41.4K Hold
837
﹤0.01% 887
2022
Q4
$33K Sell
837
-60
-7% -$2.37K ﹤0.01% 958
2022
Q3
$37K Buy
897
+3
+0.3% +$124 ﹤0.01% 941
2022
Q2
$30K Hold
894
﹤0.01% 1038
2022
Q1
$32K Hold
894
﹤0.01% 1085
2021
Q4
$33K Buy
+894
New +$33K ﹤0.01% 1115