Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.78K Sell
114
-117
-51% -$7.98K ﹤0.01% 835
2025
Q1
$13.7K Buy
231
+60
+35% +$3.57K ﹤0.01% 745
2024
Q4
$10.3K Buy
171
+99
+138% +$5.99K ﹤0.01% 785
2024
Q3
$5.19K Buy
72
+41
+132% +$2.95K ﹤0.01% 842
2024
Q2
$2.18K Buy
31
+6
+24% +$423 ﹤0.01% 940
2024
Q1
$1.99K Hold
25
﹤0.01% 935
2023
Q4
$2.24K Buy
+25
New +$2.24K ﹤0.01% 897
2023
Q3
Sell
-240
Closed -$24.5K 272
2023
Q2
$24.5K Sell
240
-715
-75% -$73K 0.01% 577
2023
Q1
$107K Buy
955
+715
+298% +$80.2K 0.02% 296
2022
Q4
$22.4K Buy
240
+215
+860% +$20K 0.01% 543
2022
Q3
$2K Sell
25
-90
-78% -$7.2K ﹤0.01% 797
2022
Q2
$10K Buy
115
+95
+475% +$8.26K ﹤0.01% 634
2022
Q1
$2K Sell
20
-275
-93% -$27.5K ﹤0.01% 862
2021
Q4
$49K Buy
+295
New +$49K 0.01% 365
2021
Q3
Sell
-428
Closed -$67K 394
2021
Q2
$67K Buy
428
+223
+109% +$34.9K 0.02% 311
2021
Q1
$28K Buy
+205
New +$28K 0.01% 347