Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.7K Sell
57
-18
-24% -$8.45K ﹤0.01% 568
2025
Q1
$34.9K Buy
75
+22
+42% +$10.2K ﹤0.01% 475
2024
Q4
$22.2K Buy
53
+25
+89% +$10.5K ﹤0.01% 558
2024
Q3
$13.4K Hold
28
﹤0.01% 623
2024
Q2
$12.3K Hold
28
﹤0.01% 616
2024
Q1
$13K Hold
28
﹤0.01% 600
2023
Q4
$11.5K Hold
28
﹤0.01% 595
2023
Q3
$10.4K Hold
28
﹤0.01% 582
2023
Q2
$10.7K Hold
28
﹤0.01% 566
2023
Q1
$9.95K Buy
28
+23
+460% +$8.18K ﹤0.01% 594
2022
Q4
$1.65K Sell
5
-30
-86% -$9.89K ﹤0.01% 810
2022
Q3
$9K Buy
+35
New +$9K ﹤0.01% 569
2021
Q3
Sell
-7
Closed -$2K 753
2021
Q2
$2K Hold
7
﹤0.01% 596
2021
Q1
$2K Buy
+7
New +$2K ﹤0.01% 553
2020
Q4
Hold
0
522