Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.9K Hold
36
﹤0.01% 275
2025
Q1
$23.9K Sell
36
-20
-36% -$13.3K ﹤0.01% 298
2024
Q4
$38.8K Buy
56
+32
+133% +$22.2K ﹤0.01% 271
2024
Q3
$20K Hold
24
﹤0.01% 300
2024
Q2
$24.5K Hold
24
﹤0.01% 277
2024
Q1
$23.3K Buy
24
+13
+118% +$12.6K ﹤0.01% 268
2023
Q4
$8.33K Buy
11
+7
+175% +$5.3K ﹤0.01% 320
2023
Q3
$2.36K Hold
4
﹤0.01% 371
2023
Q2
$2.9K Buy
+4
New +$2.9K ﹤0.01% 368
2022
Q3
Sell
-10
Closed -$5K 444
2022
Q2
$5K Hold
10
﹤0.01% 352
2022
Q1
$7K Sell
10
-10
-50% -$7K ﹤0.01% 384
2021
Q4
$16K Buy
+20
New +$16K ﹤0.01% 368