Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.42K Sell
93
-1
-1% -$80 ﹤0.01% 844
2025
Q1
$7.57K Buy
94
+41
+77% +$3.3K ﹤0.01% 839
2024
Q4
$5.07K Sell
53
-10
-16% -$956 ﹤0.01% 879
2024
Q3
$6.36K Buy
63
+27
+75% +$2.73K ﹤0.01% 819
2024
Q2
$3.24K Buy
36
+19
+112% +$1.71K ﹤0.01% 890
2024
Q1
$1.85K Hold
17
﹤0.01% 941
2023
Q4
$2.01K Buy
+17
New +$2.01K ﹤0.01% 909
2023
Q3
Sell
-17
Closed -$1.53K 246
2023
Q2
$1.53K Hold
17
﹤0.01% 903
2023
Q1
$1.33K Hold
17
﹤0.01% 882
2022
Q4
$1.43K Hold
17
﹤0.01% 843
2022
Q3
$1K Sell
17
-10
-37% -$588 ﹤0.01% 830
2022
Q2
$2K Sell
27
-55
-67% -$4.07K ﹤0.01% 818
2022
Q1
$10K Buy
82
+10
+14% +$1.22K ﹤0.01% 671
2021
Q4
$8K Buy
+72
New +$8K ﹤0.01% 676
2021
Q3
Sell
-77
Closed -$9K 370
2021
Q2
$9K Buy
77
+22
+40% +$2.57K ﹤0.01% 665
2021
Q1
$6K Buy
+55
New +$6K ﹤0.01% 584