Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.9K Buy
368
+213
+137% +$19K ﹤0.01% 608
2025
Q1
$11.8K Sell
155
-31
-17% -$2.35K ﹤0.01% 769
2024
Q4
$14.4K Buy
186
+68
+58% +$5.26K ﹤0.01% 730
2024
Q3
$8.62K Buy
118
+5
+4% +$365 ﹤0.01% 779
2024
Q2
$6.81K Buy
113
+8
+8% +$482 ﹤0.01% 795
2024
Q1
$6.63K Hold
105
﹤0.01% 809
2023
Q4
$6.11K Buy
+105
New +$6.11K ﹤0.01% 797
2023
Q3
Sell
-115
Closed -$5.73K 689
2023
Q2
$5.73K Buy
115
+15
+15% +$748 ﹤0.01% 789
2023
Q1
$5.47K Sell
100
-55
-35% -$3.01K ﹤0.01% 765
2022
Q4
$9.51K Buy
155
+35
+29% +$2.15K ﹤0.01% 666
2022
Q3
$7K Buy
120
+60
+100% +$3.5K ﹤0.01% 678
2022
Q2
$3K Sell
60
-600
-91% -$30K ﹤0.01% 802
2022
Q1
$39K Buy
660
+420
+175% +$24.8K 0.01% 443
2021
Q4
$17K Buy
+240
New +$17K ﹤0.01% 552
2021
Q3
Sell
-240
Closed -$14K 692
2021
Q2
$14K Buy
240
+180
+300% +$10.5K ﹤0.01% 595
2021
Q1
$3K Buy
+60
New +$3K ﹤0.01% 681