Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.9K Sell
118
-3
-2% -$912 0.01% 592
2025
Q1
$32.5K Hold
121
0.01% 592
2024
Q4
$29.8K Hold
121
﹤0.01% 610
2024
Q3
$27.7K Hold
121
﹤0.01% 602
2024
Q2
$24.4K Buy
121
+1
+0.8% +$202 ﹤0.01% 614
2024
Q1
$23.4K Buy
120
+5
+4% +$975 ﹤0.01% 612
2023
Q4
$17.8K Buy
+115
New +$17.8K ﹤0.01% 648
2023
Q3
Sell
-101
Closed -$13.8K 803
2023
Q2
$13.8K Buy
101
+52
+106% +$7.11K ﹤0.01% 675
2023
Q1
$6.2K Sell
49
-130
-73% -$16.5K ﹤0.01% 747
2022
Q4
$18.5K Buy
+179
New +$18.5K ﹤0.01% 574
2022
Q2
Sell
-214
Closed -$24K 982
2022
Q1
$24K Hold
214
0.01% 530
2021
Q4
$30K Buy
+214
New +$30K 0.01% 456
2021
Q3
Sell
-214
Closed -$30K 785
2021
Q2
$30K Buy
+214
New +$30K 0.01% 441