Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.5K Sell
400
-36
-8% -$1.48K ﹤0.01% 1444
2025
Q1
$21.3K Hold
436
﹤0.01% 1308
2024
Q4
$24.7K Hold
436
﹤0.01% 1174
2024
Q3
$26.8K Sell
436
-56
-11% -$3.44K ﹤0.01% 1101
2024
Q2
$30.6K Sell
492
-86
-15% -$5.34K ﹤0.01% 940
2024
Q1
$40.8K Hold
578
﹤0.01% 874
2023
Q4
$39.1K Sell
578
-432
-43% -$29.2K ﹤0.01% 885
2023
Q3
$60.3K Hold
1,010
﹤0.01% 792
2023
Q2
$63.3K Hold
1,010
﹤0.01% 796
2023
Q1
$63.9K Buy
1,010
+37
+4% +$2.34K ﹤0.01% 784
2022
Q4
$53K Buy
973
+53
+6% +$2.89K ﹤0.01% 831
2022
Q3
$54K Hold
920
﹤0.01% 848
2022
Q2
$56K Hold
920
﹤0.01% 884
2022
Q1
$68K Hold
920
﹤0.01% 877
2021
Q4
$69K Buy
+920
New +$69K ﹤0.01% 898