Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.67K Buy
33
+6
+22% +$485 ﹤0.01% 1763
2025
Q1
$2.2K Buy
27
+21
+350% +$1.71K ﹤0.01% 1754
2024
Q4
$438 Sell
6
-8
-57% -$584 ﹤0.01% 1778
2024
Q3
$832 Hold
14
﹤0.01% 1955
2024
Q2
$716 Hold
14
﹤0.01% 1864
2024
Q1
$751 Hold
14
﹤0.01% 1837
2023
Q4
$633 Buy
+14
New +$633 ﹤0.01% 2028
2023
Q3
Sell
-90
Closed -$4.29K 2416
2023
Q2
$4.29K Sell
90
-43
-32% -$2.05K ﹤0.01% 1545
2023
Q1
$5.26K Sell
133
-224
-63% -$8.86K ﹤0.01% 1473
2022
Q4
$14.7K Buy
357
+65
+22% +$2.67K ﹤0.01% 1172
2022
Q3
$11K Buy
292
+2
+0.7% +$75 ﹤0.01% 1302
2022
Q2
$10K Buy
290
+200
+222% +$6.9K ﹤0.01% 1338
2022
Q1
$3K Sell
90
-10
-10% -$333 ﹤0.01% 1736
2021
Q4
$2K Buy
+100
New +$2K ﹤0.01% 1840
2021
Q3
Sell
-382
Closed -$11K 1992
2021
Q2
$11K Hold
382
﹤0.01% 1380
2021
Q1
$11K Buy
+382
New +$11K ﹤0.01% 1342
2018
Q3
Sell
-28
Closed -$1K 1634
2018
Q2
$1K Buy
+28
New +$1K ﹤0.01% 1515