Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.6K Hold
58
﹤0.01% 412
2025
Q1
$15.5K Sell
58
-34
-37% -$9.1K ﹤0.01% 419
2024
Q4
$22.6K Sell
92
-8
-8% -$1.97K ﹤0.01% 393
2024
Q3
$22.9K Sell
100
-32
-24% -$7.32K ﹤0.01% 398
2024
Q2
$26.6K Hold
132
﹤0.01% 380
2024
Q1
$25.7K Sell
132
-8
-6% -$1.56K ﹤0.01% 380
2023
Q4
$21.6K Sell
140
-8
-5% -$1.23K ﹤0.01% 393
2023
Q3
$19.1K Buy
148
+11
+8% +$1.42K ﹤0.01% 400
2023
Q2
$18.7K Sell
137
-7
-5% -$958 ﹤0.01% 392
2023
Q1
$18.2K Hold
144
﹤0.01% 429
2022
Q4
$14.9K Buy
144
+17
+13% +$1.75K ﹤0.01% 457
2022
Q3
$10K Sell
127
-448
-78% -$35.3K ﹤0.01% 608
2022
Q2
$52K Buy
575
+52
+10% +$4.7K ﹤0.01% 389
2022
Q1
$58K Sell
523
-33
-6% -$3.66K ﹤0.01% 419
2021
Q4
$78K Buy
+556
New +$78K 0.01% 399