Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.8K Sell
1,612
-1,198
-43% -$26.6K ﹤0.01% 1224
2025
Q1
$78.3K Buy
2,810
+1,406
+100% +$39.2K ﹤0.01% 872
2024
Q4
$36.6K Buy
1,404
+480
+52% +$12.5K ﹤0.01% 1037
2024
Q3
$28.3K Hold
924
﹤0.01% 1077
2024
Q2
$25.6K Buy
924
+21
+2% +$581 ﹤0.01% 996
2024
Q1
$28.6K Buy
903
+36
+4% +$1.14K ﹤0.01% 967
2023
Q4
$27.6K Hold
867
﹤0.01% 973
2023
Q3
$23.5K Hold
867
﹤0.01% 1039
2023
Q2
$25.9K Hold
867
﹤0.01% 1020
2023
Q1
$27.4K Hold
867
﹤0.01% 993
2022
Q4
$27K Hold
867
﹤0.01% 1009
2022
Q3
$25K Sell
867
-21
-2% -$606 ﹤0.01% 1041
2022
Q2
$32K Hold
888
﹤0.01% 1022
2022
Q1
$35K Sell
888
-44
-5% -$1.73K ﹤0.01% 1065
2021
Q4
$36K Buy
+932
New +$36K ﹤0.01% 1092