Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.9K Sell
201
-8
-4% -$2.06K 0.01% 541
2025
Q1
$46.8K Buy
209
+48
+30% +$10.7K 0.01% 534
2024
Q4
$36.8K Buy
161
+28
+21% +$6.4K 0.01% 576
2024
Q3
$32.5K Buy
133
+20
+18% +$4.88K 0.01% 580
2024
Q2
$21.6K Hold
113
﹤0.01% 627
2024
Q1
$22.4K Buy
113
+3
+3% +$594 ﹤0.01% 624
2023
Q4
$18.9K Buy
+110
New +$18.9K ﹤0.01% 635
2023
Q3
Sell
-155
Closed -$33.9K 789
2023
Q2
$33.9K Buy
155
+40
+35% +$8.74K 0.01% 522
2023
Q1
$25.2K Sell
115
-5
-4% -$1.1K 0.01% 552
2022
Q4
$25K Sell
120
-90
-43% -$18.7K 0.01% 525
2022
Q3
$46K Buy
210
+130
+163% +$28.5K 0.01% 391
2022
Q2
$17K Sell
80
-70
-47% -$14.9K ﹤0.01% 568
2022
Q1
$36K Buy
150
+30
+25% +$7.2K 0.01% 461
2021
Q4
$31K Buy
+120
New +$31K 0.01% 449
2021
Q3
Sell
-120
Closed -$30K 777
2021
Q2
$30K Buy
120
+50
+71% +$12.5K 0.01% 440
2021
Q1
$14K Buy
+70
New +$14K 0.01% 480