Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.6K Buy
392
+30
+8% +$2.11K ﹤0.01% 634
2025
Q1
$26.5K Hold
362
﹤0.01% 638
2024
Q4
$22.7K Sell
362
-15
-4% -$940 ﹤0.01% 653
2024
Q3
$24.9K Sell
377
-656
-64% -$43.3K ﹤0.01% 620
2024
Q2
$74.6K Hold
1,033
0.01% 417
2024
Q1
$69.3K Sell
1,033
-51
-5% -$3.42K 0.01% 425
2023
Q4
$71.3K Buy
+1,084
New +$71.3K 0.01% 398
2023
Q3
Sell
-977
Closed -$59K 817
2023
Q2
$59K Buy
977
+322
+49% +$19.4K 0.01% 410
2023
Q1
$37.7K Sell
655
-247
-27% -$14.2K 0.01% 488
2022
Q4
$51.4K Buy
902
+247
+38% +$14.1K 0.01% 410
2022
Q3
$33K Hold
655
0.01% 451
2022
Q2
$34K Hold
655
0.01% 442
2022
Q1
$36K Buy
+655
New +$36K 0.01% 462