Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.44K Buy
149
+114
+326% +$5.69K ﹤0.01% 1162
2025
Q1
$1.16K Hold
35
﹤0.01% 1370
2024
Q4
$1.34K Hold
35
﹤0.01% 1356
2024
Q3
$1.17K Hold
35
﹤0.01% 1301
2024
Q2
$1.03K Sell
35
-702
-95% -$20.7K ﹤0.01% 1335
2024
Q1
$21.1K Sell
737
-241
-25% -$6.9K ﹤0.01% 955
2023
Q4
$22.5K Buy
978
+46
+5% +$1.06K ﹤0.01% 941
2023
Q3
$18.9K Buy
+932
New +$18.9K ﹤0.01% 941
2022
Q2
Sell
-2,521
Closed -$35K 1394
2022
Q1
$35K Sell
2,521
-7
-0.3% -$97 ﹤0.01% 858
2021
Q4
$35K Buy
2,528
+2,434
+2,589% +$33.7K ﹤0.01% 852
2021
Q3
$1K Buy
+94
New +$1K ﹤0.01% 1228