Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.6K Hold
81
﹤0.01% 293
2025
Q1
$21.7K Sell
81
-48
-37% -$12.9K ﹤0.01% 313
2024
Q4
$31.8K Buy
129
+71
+122% +$17.5K ﹤0.01% 291
2024
Q3
$13.3K Hold
58
﹤0.01% 317
2024
Q2
$11.7K Hold
58
﹤0.01% 321
2024
Q1
$11.3K Buy
58
+10
+21% +$1.95K ﹤0.01% 310
2023
Q4
$7.42K Buy
+48
New +$7.42K ﹤0.01% 328
2022
Q3
Sell
-8
Closed -$1K 549
2022
Q2
$1K Hold
8
﹤0.01% 505
2022
Q1
$1K Sell
8
-8
-50% -$1K ﹤0.01% 571
2021
Q4
$2K Buy
16
+10
+167% +$1.25K ﹤0.01% 543
2021
Q3
$1K Hold
6
﹤0.01% 505
2021
Q2
$1K Buy
+6
New +$1K ﹤0.01% 501
2020
Q4
$1K Buy
+6
New +$1K ﹤0.01% 471