Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.71K Hold
91
﹤0.01% 503
2025
Q1
$7.11K Sell
91
-36
-28% -$2.81K ﹤0.01% 475
2024
Q4
$14.9K Sell
127
-30
-19% -$3.53K 0.01% 347
2024
Q3
$16.9K Buy
157
+24
+18% +$2.59K 0.01% 343
2024
Q2
$11.6K Hold
133
0.01% 297
2024
Q1
$11.7K Hold
133
0.01% 277
2023
Q4
$9.83K Hold
133
0.01% 287
2023
Q3
$7.56K Sell
133
-1
-0.7% -$57 0.01% 379
2023
Q2
$8.44K Buy
+134
New +$8.44K 0.01% 373
2022
Q4
Sell
-1,083
Closed -$39K 775
2022
Q3
$39K Sell
1,083
-14
-1% -$504 0.03% 268
2022
Q2
$40K Sell
1,097
-87
-7% -$3.17K 0.03% 286
2022
Q1
$44K Buy
1,184
+12
+1% +$446 0.03% 290
2021
Q4
$62K Sell
1,172
-154
-12% -$8.15K 0.04% 250
2021
Q3
$58K Hold
1,326
0.04% 255
2021
Q2
$55K Hold
1,326
0.04% 265
2021
Q1
$62K Hold
1,326
0.05% 244
2020
Q4
$59K Buy
+1,326
New +$59K 0.05% 236