Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.5K Sell
175
-23
-12% -$2.3K ﹤0.01% 718
2025
Q1
$20.8K Buy
198
+71
+56% +$7.47K ﹤0.01% 677
2024
Q4
$10K Sell
127
-23
-15% -$1.81K ﹤0.01% 791
2024
Q3
$11.2K Buy
150
+40
+36% +$2.97K ﹤0.01% 742
2024
Q2
$10.3K Buy
110
+5
+5% +$468 ﹤0.01% 739
2024
Q1
$11K Hold
105
﹤0.01% 732
2023
Q4
$9.51K Buy
+105
New +$9.51K ﹤0.01% 727
2023
Q3
Sell
-105
Closed -$7.28K 719
2023
Q2
$7.28K Hold
105
﹤0.01% 758
2023
Q1
$9.06K Hold
105
﹤0.01% 700
2022
Q4
$7.18K Buy
105
+60
+133% +$4.1K ﹤0.01% 699
2022
Q3
$3K Hold
45
﹤0.01% 786
2022
Q2
$4K Buy
45
+10
+29% +$889 ﹤0.01% 773
2022
Q1
$5K Buy
+35
New +$5K ﹤0.01% 775