Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62K Sell
54
-35
-39% -$1.05K ﹤0.01% 1022
2025
Q1
$3.01K Hold
89
﹤0.01% 958
2024
Q4
$2.63K Buy
89
+33
+59% +$976 ﹤0.01% 951
2024
Q3
$1.76K Sell
56
-1
-2% -$31 ﹤0.01% 994
2024
Q2
$2.06K Sell
57
-437
-88% -$15.8K ﹤0.01% 958
2024
Q1
$18.6K Buy
494
+31
+7% +$1.17K ﹤0.01% 654
2023
Q4
$16.4K Buy
+463
New +$16.4K ﹤0.01% 658
2023
Q3
Sell
-465
Closed -$16.4K 324
2023
Q2
$16.4K Buy
465
+28
+6% +$988 ﹤0.01% 647
2023
Q1
$16.6K Sell
437
-199
-31% -$7.55K ﹤0.01% 623
2022
Q4
$22.2K Buy
636
+199
+46% +$6.95K 0.01% 545
2022
Q3
$12K Hold
437
﹤0.01% 601
2022
Q2
$12K Hold
437
﹤0.01% 617
2022
Q1
$13K Hold
437
﹤0.01% 631
2021
Q4
$12K Buy
+437
New +$12K ﹤0.01% 605
2021
Q3
Sell
-437
Closed -$12K 427
2021
Q2
$12K Buy
+437
New +$12K ﹤0.01% 611