Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.47K Buy
53
+3
+6% +$309 ﹤0.01% 1619
2025
Q1
$4.63K Sell
50
-20
-29% -$1.85K ﹤0.01% 1599
2024
Q4
$6.54K Sell
70
-13
-16% -$1.22K ﹤0.01% 1406
2024
Q3
$8.12K Sell
83
-37
-31% -$3.62K ﹤0.01% 1454
2024
Q2
$11.7K Sell
120
-2
-2% -$196 ﹤0.01% 1245
2024
Q1
$15K Buy
122
+87
+249% +$10.7K ﹤0.01% 1163
2023
Q4
$4.25K Sell
35
-7
-17% -$850 ﹤0.01% 1518
2023
Q3
$4.97K Sell
42
-21
-33% -$2.48K ﹤0.01% 1424
2023
Q2
$8.28K Buy
63
+24
+62% +$3.15K ﹤0.01% 1376
2023
Q1
$5.27K Sell
39
-4
-9% -$541 ﹤0.01% 1472
2022
Q4
$5.96K Buy
43
+23
+115% +$3.19K ﹤0.01% 1429
2022
Q3
$2K Hold
20
﹤0.01% 1625
2022
Q2
$2K Hold
20
﹤0.01% 1648
2022
Q1
$3K Buy
+20
New +$3K ﹤0.01% 1686
2018
Q3
Sell
-226
Closed -$14K 1454
2018
Q2
$14K Buy
226
+26
+13% +$1.61K ﹤0.01% 1030
2018
Q1
$13K Buy
+200
New +$13K ﹤0.01% 1020