Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.83K Sell
55
-15
-21% -$1.32K ﹤0.01% 895
2025
Q1
$4.93K Buy
70
+15
+27% +$1.06K ﹤0.01% 898
2024
Q4
$4.09K Sell
55
-6
-10% -$446 ﹤0.01% 902
2024
Q3
$4.55K Buy
61
+8
+15% +$597 ﹤0.01% 861
2024
Q2
$3.18K Hold
53
﹤0.01% 894
2024
Q1
$3.45K Hold
53
﹤0.01% 875
2023
Q4
$4.86K Buy
+53
New +$4.86K ﹤0.01% 821
2023
Q3
Sell
-53
Closed -$3.39K 791
2023
Q2
$3.39K Sell
53
-3
-5% -$192 ﹤0.01% 847
2023
Q1
$3.69K Sell
56
-15
-21% -$987 ﹤0.01% 809
2022
Q4
$2.89K Buy
71
+60
+545% +$2.44K ﹤0.01% 791
2022
Q3
$1K Sell
11
-185
-94% -$16.8K ﹤0.01% 857
2022
Q2
$16K Buy
196
+184
+1,533% +$15K ﹤0.01% 579
2022
Q1
$2K Hold
12
﹤0.01% 882
2021
Q4
$3K Buy
+12
New +$3K ﹤0.01% 814
2021
Q3
Sell
-25
Closed -$11K 780
2021
Q2
$11K Buy
+25
New +$11K ﹤0.01% 637