Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49.2K Sell
723
-160
-18% -$10.9K 0.01% 548
2025
Q1
$53.5K Buy
883
+2
+0.2% +$121 0.01% 506
2024
Q4
$60.9K Buy
881
+13
+1% +$898 0.01% 486
2024
Q3
$57.4K Sell
868
-11
-1% -$727 0.01% 483
2024
Q2
$53.3K Buy
879
+594
+208% +$36K 0.01% 484
2024
Q1
$16.2K Buy
+285
New +$16.2K ﹤0.01% 679
2023
Q3
Sell
-165
Closed -$10.3K 577
2023
Q2
$10.3K Sell
165
-175
-51% -$10.9K ﹤0.01% 716
2023
Q1
$24.6K Sell
340
-10
-3% -$723 0.01% 554
2022
Q4
$28.1K Buy
350
+10
+3% +$803 0.01% 506
2022
Q3
$23K Hold
340
0.01% 501
2022
Q2
$26K Hold
340
0.01% 491
2022
Q1
$27K Buy
340
+35
+11% +$2.78K 0.01% 507
2021
Q4
$22K Buy
+305
New +$22K 0.01% 508
2021
Q3
Sell
-205
Closed -$17K 596
2021
Q2
$17K Buy
205
+100
+95% +$8.29K ﹤0.01% 562
2021
Q1
$9K Buy
+105
New +$9K ﹤0.01% 537