Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.9K Sell
170
-23
-12% -$12.3K 0.01% 416
2025
Q1
$71.3K Buy
193
+6
+3% +$2.22K 0.01% 447
2024
Q4
$84.9K Buy
187
+7
+4% +$3.18K 0.01% 421
2024
Q3
$77.5K Hold
180
0.01% 425
2024
Q2
$65.7K Hold
180
0.01% 438
2024
Q1
$63K Hold
180
0.01% 446
2023
Q4
$38.8K Buy
+180
New +$38.8K 0.01% 515
2023
Q3
Sell
-180
Closed -$33.3K 446
2023
Q2
$33.3K Hold
180
0.01% 526
2023
Q1
$29.3K Hold
180
0.01% 528
2022
Q4
$26.7K Hold
180
0.01% 514
2022
Q3
$21K Hold
180
0.01% 512
2022
Q2
$19K Hold
180
0.01% 549
2022
Q1
$20K Hold
180
﹤0.01% 558
2021
Q4
$23K Hold
180
0.01% 502
2021
Q3
$12K Hold
180
0.01% 286
2021
Q2
$22K Hold
180
0.01% 509
2021
Q1
$20K Hold
180
0.01% 414
2020
Q4
$16K Hold
180
0.01% 278
2020
Q3
$12K Hold
180
0.01% 286
2020
Q2
$12K Hold
180
0.01% 247
2020
Q1
$11K Buy
+180
New +$11K 0.01% 235