Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
745
-64
-8% -$11K ﹤0.01% 736
2025
Q1
$143K Buy
809
+38
+5% +$6.71K ﹤0.01% 654
2024
Q4
$150K Hold
771
﹤0.01% 618
2024
Q3
$138K Sell
771
-36
-4% -$6.43K ﹤0.01% 645
2024
Q2
$165K Sell
807
-14
-2% -$2.87K ﹤0.01% 593
2024
Q1
$207K Sell
821
-66
-7% -$16.6K ﹤0.01% 568
2023
Q4
$163K Sell
887
-62
-7% -$11.4K ﹤0.01% 626
2023
Q3
$171K Buy
949
+63
+7% +$11.3K ﹤0.01% 597
2023
Q2
$142K Hold
886
﹤0.01% 634
2023
Q1
$126K Buy
886
+326
+58% +$46.2K ﹤0.01% 651
2022
Q4
$77K Sell
560
-200
-26% -$27.5K ﹤0.01% 752
2022
Q3
$99K Sell
760
-51
-6% -$6.64K ﹤0.01% 730
2022
Q2
$125K Sell
811
-325
-29% -$50.1K ﹤0.01% 705
2022
Q1
$205K Buy
1,136
+11
+1% +$1.99K ﹤0.01% 646
2021
Q4
$209K Buy
+1,125
New +$209K ﹤0.01% 654