Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.2K Sell
399
-2,851
-88% -$30K ﹤0.01% 912
2025
Q1
$40.4K Buy
3,250
+2,169
+201% +$26.9K 0.01% 553
2024
Q4
$13.9K Sell
1,081
-2,708
-71% -$34.9K ﹤0.01% 737
2024
Q3
$76K Sell
3,789
-506
-12% -$10.2K 0.01% 428
2024
Q2
$75.5K Buy
4,295
+35
+0.8% +$615 0.01% 409
2024
Q1
$76.4K Buy
4,260
+475
+13% +$8.52K 0.01% 406
2023
Q4
$72.9K Buy
+3,785
New +$72.9K 0.01% 393
2023
Q3
Sell
-105
Closed -$2.18K 238
2023
Q2
$2.18K Sell
105
-505
-83% -$10.5K ﹤0.01% 878
2023
Q1
$14.7K Buy
610
+20
+3% +$482 ﹤0.01% 643
2022
Q4
$17K Buy
590
+60
+11% +$1.73K ﹤0.01% 589
2022
Q3
$12K Buy
+530
New +$12K ﹤0.01% 599
2021
Q3
Sell
-110
Closed -$3K 366
2021
Q2
$3K Sell
110
-95
-46% -$2.59K ﹤0.01% 817
2021
Q1
$5K Buy
+205
New +$5K ﹤0.01% 610