Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.3K Buy
1,107
+77
+7% +$3.78K 0.01% 534
2025
Q1
$58.3K Sell
1,030
-135
-12% -$7.64K 0.01% 492
2024
Q4
$66.9K Buy
1,165
+245
+27% +$14.1K 0.01% 458
2024
Q3
$48.2K Hold
920
0.01% 518
2024
Q2
$49.8K Sell
920
-9
-1% -$487 0.01% 499
2024
Q1
$53.8K Buy
929
+9
+1% +$521 0.01% 477
2023
Q4
$45.1K Buy
+920
New +$45.1K 0.01% 500
2023
Q3
Sell
-460
Closed -$21K 383
2023
Q2
$21K Hold
460
﹤0.01% 606
2023
Q1
$17.3K Buy
460
+20
+5% +$752 ﹤0.01% 615
2022
Q4
$13.4K Sell
440
-560
-56% -$17K ﹤0.01% 626
2022
Q3
$27K Sell
1,000
-80
-7% -$2.16K 0.01% 474
2022
Q2
$29K Sell
1,080
-60
-5% -$1.61K 0.01% 467
2022
Q1
$36K Buy
1,140
+320
+39% +$10.1K 0.01% 455
2021
Q4
$31K Buy
+820
New +$31K 0.01% 446
2021
Q3
Sell
-820
Closed -$27K 467
2021
Q2
$27K Buy
820
+60
+8% +$1.98K 0.01% 461
2021
Q1
$21K Buy
+760
New +$21K 0.01% 402