Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.2K Buy
94
+34
+57% +$11.3K ﹤0.01% 621
2025
Q1
$20.9K Hold
60
﹤0.01% 676
2024
Q4
$20.3K Hold
60
﹤0.01% 674
2024
Q3
$18.8K Sell
60
-2
-3% -$626 ﹤0.01% 666
2024
Q2
$16.5K Buy
62
+7
+13% +$1.87K ﹤0.01% 669
2024
Q1
$17K Hold
55
﹤0.01% 671
2023
Q4
$15.5K Buy
+55
New +$15.5K ﹤0.01% 663
2023
Q3
Sell
-55
Closed -$13.8K 990
2023
Q2
$13.8K Hold
55
﹤0.01% 676
2023
Q1
$11.6K Buy
55
+45
+450% +$9.49K ﹤0.01% 674
2022
Q4
$1.84K Sell
10
-75
-88% -$13.8K ﹤0.01% 834
2022
Q3
$15K Buy
85
+80
+1,600% +$14.1K ﹤0.01% 581
2022
Q2
$1K Sell
5
-165
-97% -$33K ﹤0.01% 893
2022
Q1
$42K Buy
+170
New +$42K 0.01% 436
2021
Q3
Sell
-50
Closed -$13K 913
2021
Q2
$13K Sell
50
-30
-38% -$7.8K ﹤0.01% 606
2021
Q1
$21K Buy
+80
New +$21K 0.01% 412