Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.1K Buy
292
+219
+300% +$23.3K ﹤0.01% 622
2025
Q1
$6.41K Sell
73
-14
-16% -$1.23K ﹤0.01% 865
2024
Q4
$10.1K Buy
87
+30
+53% +$3.48K ﹤0.01% 788
2024
Q3
$7.04K Buy
57
+17
+43% +$2.1K ﹤0.01% 807
2024
Q2
$5.15K Buy
40
+5
+14% +$644 ﹤0.01% 826
2024
Q1
$3.67K Hold
35
﹤0.01% 868
2023
Q4
$3.09K Buy
+35
New +$3.09K ﹤0.01% 861
2023
Q3
Sell
-35
Closed -$2.67K 700
2023
Q2
$2.67K Buy
35
+5
+17% +$382 ﹤0.01% 866
2023
Q1
$1.92K Hold
30
﹤0.01% 862
2022
Q4
$1.8K Sell
30
-110
-79% -$6.61K ﹤0.01% 836
2022
Q3
$9K Hold
140
﹤0.01% 645
2022
Q2
$9K Sell
140
-50
-26% -$3.21K ﹤0.01% 659
2022
Q1
$16K Sell
190
-30
-14% -$2.53K ﹤0.01% 611
2021
Q4
$20K Buy
+220
New +$20K 0.01% 528
2021
Q3
Sell
-220
Closed -$18K 702
2021
Q2
$18K Buy
220
+70
+47% +$5.73K 0.01% 549
2021
Q1
$11K Buy
+150
New +$11K ﹤0.01% 516