Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.57K Sell
111
-95
-46% -$4.77K ﹤0.01% 913
2025
Q1
$9.72K Hold
206
﹤0.01% 754
2024
Q4
$10.9K Hold
206
﹤0.01% 711
2024
Q3
$11.4K Hold
206
﹤0.01% 668
2024
Q2
$12.2K Sell
206
-209
-50% -$12.3K ﹤0.01% 617
2024
Q1
$28.5K Buy
415
+54
+15% +$3.71K ﹤0.01% 459
2023
Q4
$29.3K Sell
361
-30
-8% -$2.43K ﹤0.01% 446
2023
Q3
$25.3K Buy
391
+100
+34% +$6.46K ﹤0.01% 439
2023
Q2
$24.6K Buy
291
+100
+52% +$8.46K ﹤0.01% 429
2023
Q1
$21.3K Hold
191
﹤0.01% 448
2022
Q4
$22.9K Sell
191
-10
-5% -$1.2K ﹤0.01% 412
2022
Q3
$20K Sell
201
-8
-4% -$796 ﹤0.01% 429
2022
Q2
$15K Sell
209
-21
-9% -$1.51K ﹤0.01% 465
2022
Q1
$29K Sell
230
-55
-19% -$6.94K ﹤0.01% 329
2021
Q4
$62K Buy
285
+145
+104% +$31.5K 0.01% 242
2021
Q3
$29K Buy
140
+110
+367% +$22.8K ﹤0.01% 306
2021
Q2
$6K Hold
30
﹤0.01% 495
2021
Q1
$6K Hold
30
﹤0.01% 456
2020
Q4
$5K Buy
+30
New +$5K ﹤0.01% 373