Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.6K Buy
696
+271
+64% +$35.7K ﹤0.01% 1586
2025
Q1
$46.4K Buy
425
+14
+3% +$1.53K ﹤0.01% 1579
2024
Q4
$43.6K Sell
411
-16
-4% -$1.7K ﹤0.01% 1641
2024
Q3
$45.6K Sell
427
-2
-0.5% -$214 ﹤0.01% 1452
2024
Q2
$43.6K Buy
429
+14
+3% +$1.42K ﹤0.01% 1441
2024
Q1
$38.4K Buy
415
+25
+6% +$2.31K ﹤0.01% 1413
2023
Q4
$29.4K Buy
390
+11
+3% +$831 ﹤0.01% 1420
2023
Q3
$23K Buy
379
+29
+8% +$1.76K ﹤0.01% 1433
2023
Q2
$25.2K Hold
350
﹤0.01% 1402
2023
Q1
$19.4K Hold
350
﹤0.01% 1469
2022
Q4
$17.7K Sell
350
-4
-1% -$203 ﹤0.01% 1421
2022
Q3
$15K Sell
354
-2
-0.6% -$85 ﹤0.01% 1411
2022
Q2
$18K Buy
356
+6
+2% +$303 ﹤0.01% 1282
2022
Q1
$18K Hold
350
﹤0.01% 1301
2021
Q4
$24K Hold
350
﹤0.01% 1040
2021
Q3
$26K Hold
350
﹤0.01% 945
2021
Q2
$35K Hold
350
﹤0.01% 705
2021
Q1
$31K Buy
+350
New +$31K ﹤0.01% 677