Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.7K Buy
1,333
+76
+6% +$2.66K ﹤0.01% 1974
2025
Q1
$47.2K Sell
1,257
-15
-1% -$563 ﹤0.01% 1572
2024
Q4
$57.4K Buy
1,272
+39
+3% +$1.76K ﹤0.01% 1508
2024
Q3
$63.1K Sell
1,233
-87
-7% -$4.45K ﹤0.01% 1295
2024
Q2
$63.5K Buy
1,320
+276
+26% +$13.3K ﹤0.01% 1270
2024
Q1
$49.5K Hold
1,044
﹤0.01% 1310
2023
Q4
$49.7K Buy
1,044
+13
+1% +$618 ﹤0.01% 1208
2023
Q3
$46K Buy
1,031
+173
+20% +$7.71K ﹤0.01% 1151
2023
Q2
$44.9K Buy
858
+844
+6,029% +$44.1K ﹤0.01% 1159
2023
Q1
$834 Buy
+14
New +$834 ﹤0.01% 2737
2022
Q4
Sell
-32
Closed -$1K 3219
2022
Q3
$1K Buy
32
+14
+78% +$438 ﹤0.01% 2544
2022
Q2
$1K Buy
+18
New +$1K ﹤0.01% 2294
2019
Q3
Sell
-25
Closed -$2K 1031
2019
Q2
$2K Hold
25
﹤0.01% 844
2019
Q1
$1K Buy
+25
New +$1K ﹤0.01% 930
2018
Q3
Sell
-23
Closed -$2K 1006
2018
Q2
$2K Buy
+23
New +$2K ﹤0.01% 838