Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.4K Sell
530
-1,059
-67% -$40.7K ﹤0.01% 535
2025
Q1
$53.7K Hold
1,589
﹤0.01% 366
2024
Q4
$53.7K Buy
1,589
+11
+0.7% +$372 ﹤0.01% 366
2024
Q3
$64.5K Sell
1,578
-48
-3% -$1.96K 0.01% 334
2024
Q2
$62.6K Buy
1,626
+7
+0.4% +$270 0.01% 323
2024
Q1
$60K Hold
1,619
0.01% 315
2023
Q4
$60K Buy
1,619
+1,059
+189% +$39.2K 0.01% 315
2023
Q3
$20.3K Hold
560
﹤0.01% 483
2023
Q2
$20K Hold
560
﹤0.01% 497
2023
Q1
$19.9K Hold
560
﹤0.01% 479
2022
Q4
$19.7K Buy
+560
New +$19.7K ﹤0.01% 490