Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.9K Sell
497
-26
-5% -$4.08K ﹤0.01% 1046
2025
Q1
$67.6K Buy
523
+223
+74% +$28.8K ﹤0.01% 848
2024
Q4
$42.9K Sell
300
-13
-4% -$1.86K ﹤0.01% 947
2024
Q3
$46.8K Sell
313
-3
-0.9% -$449 ﹤0.01% 744
2024
Q2
$40.8K Buy
316
+259
+454% +$33.5K ﹤0.01% 733
2024
Q1
$7.75K Hold
57
﹤0.01% 821
2023
Q4
$6.8K Hold
57
﹤0.01% 824
2023
Q3
$5.58K Hold
57
﹤0.01% 853
2023
Q2
$5.31K Hold
57
﹤0.01% 852
2023
Q1
$4.92K Hold
57
﹤0.01% 851
2022
Q4
$4.62K Hold
57
﹤0.01% 817
2022
Q3
$4K Buy
57
+2
+4% +$140 ﹤0.01% 856
2022
Q2
$4K Buy
+55
New +$4K ﹤0.01% 827