Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61K Buy
755
+364
+93% +$29.4K 0.01% 185
2025
Q1
$39K Hold
391
0.01% 215
2024
Q4
$39K Sell
391
-954
-71% -$95.2K 0.01% 214
2024
Q3
$122K Buy
1,345
+10
+0.7% +$907 0.03% 108
2024
Q2
$108K Buy
1,335
+68
+5% +$5.5K 0.03% 110
2024
Q1
$102K Buy
1,267
+21
+2% +$1.69K 0.03% 117
2023
Q4
$87K Sell
1,246
-7
-0.6% -$489 0.02% 119
2023
Q3
$79K Buy
1,253
+972
+346% +$61.3K 0.02% 119
2023
Q2
$17K Sell
281
-95
-25% -$5.75K ﹤0.01% 242
2023
Q1
$24K Buy
376
+13
+4% +$830 0.01% 199
2022
Q4
$18K Hold
363
0.01% 216
2022
Q3
$19K Hold
363
0.01% 214
2022
Q2
$20K Buy
363
+100
+38% +$5.51K 0.01% 203
2022
Q1
$19K Hold
263
0.01% 184
2021
Q4
$15K Hold
263
﹤0.01% 201
2021
Q3
$15K Hold
263
﹤0.01% 202
2021
Q2
$15K Hold
263
﹤0.01% 195
2021
Q1
$13K Hold
263
﹤0.01% 200
2020
Q4
$10K Buy
+263
New +$10K ﹤0.01% 226