Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.7K Sell
152
-193
-56% -$40.3K ﹤0.01% 618
2025
Q1
$74.9K Buy
345
+38
+12% +$8.25K 0.01% 441
2024
Q4
$63.3K Buy
307
+221
+257% +$45.6K 0.01% 474
2024
Q3
$15.1K Buy
86
+39
+83% +$6.87K ﹤0.01% 692
2024
Q2
$7.66K Buy
47
+37
+370% +$6.03K ﹤0.01% 777
2024
Q1
$1.49K Hold
10
﹤0.01% 960
2023
Q4
$1.29K Buy
+10
New +$1.29K ﹤0.01% 953
2023
Q3
Sell
-10
Closed -$1.04K 530
2023
Q2
$1.04K Hold
10
﹤0.01% 940
2023
Q1
$1.01K Buy
+10
New +$1.01K ﹤0.01% 903
2022
Q2
Sell
-70
Closed -$8K 933
2022
Q1
$8K Buy
70
+45
+180% +$5.14K ﹤0.01% 710
2021
Q4
$3K Buy
+25
New +$3K ﹤0.01% 800
2021
Q3
Sell
-30
Closed -$4K 563
2021
Q2
$4K Buy
30
+5
+20% +$667 ﹤0.01% 799
2021
Q1
$3K Buy
+25
New +$3K ﹤0.01% 673