Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.4K Buy
551
+44
+9% +$6.9K 0.01% 175
2025
Q1
$65.5K Buy
507
+8
+2% +$1.03K 0.01% 188
2024
Q4
$71.3K Buy
499
+13
+3% +$1.86K 0.01% 178
2024
Q3
$72.7K Hold
486
0.01% 174
2024
Q2
$62.8K Buy
486
+11
+2% +$1.42K 0.01% 185
2024
Q1
$64.6K Buy
475
+9
+2% +$1.22K 0.01% 178
2023
Q4
$55.6K Buy
466
+34
+8% +$4.06K 0.01% 182
2023
Q3
$42.3K Sell
432
-13
-3% -$1.27K 0.01% 194
2023
Q2
$41.5K Buy
445
+6
+1% +$559 0.01% 192
2023
Q1
$37.9K Sell
439
-6
-1% -$518 0.01% 202
2022
Q4
$36.1K Buy
445
+364
+449% +$29.5K 0.01% 210
2022
Q3
$5K Buy
81
+59
+268% +$3.64K ﹤0.01% 688
2022
Q2
$1K Buy
+22
New +$1K ﹤0.01% 1467