Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.7K Sell
387
-110
-22% -$7.6K ﹤0.01% 1499
2025
Q1
$34.2K Buy
497
+109
+28% +$7.51K ﹤0.01% 1324
2024
Q4
$23.9K Sell
388
-50
-11% -$3.07K ﹤0.01% 1474
2024
Q3
$27.1K Sell
438
-155
-26% -$9.6K ﹤0.01% 1431
2024
Q2
$31.4K Buy
593
+88
+17% +$4.66K ﹤0.01% 771
2024
Q1
$27K Buy
+505
New +$27K ﹤0.01% 1355
2022
Q4
$39.8K Buy
+632
New +$39.8K ﹤0.01% 1066
2022
Q3
Sell
-497
Closed -$32K 1002
2022
Q2
$32K Buy
+497
New +$32K ﹤0.01% 1088
2022
Q1
Sell
-1,295
Closed -$89K 1008
2021
Q4
$89K Buy
+1,295
New +$89K 0.01% 793