Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.37K Sell
39
-16
-29% -$3.84K ﹤0.01% 808
2025
Q1
$12.5K Buy
55
+29
+112% +$6.57K ﹤0.01% 762
2024
Q4
$5.35K Buy
26
+9
+53% +$1.85K ﹤0.01% 875
2024
Q3
$4.12K Buy
17
+1
+6% +$243 ﹤0.01% 875
2024
Q2
$3.51K Buy
16
+1
+7% +$220 ﹤0.01% 879
2024
Q1
$3.37K Hold
15
﹤0.01% 878
2023
Q4
$3.3K Buy
+15
New +$3.3K ﹤0.01% 855
2023
Q3
Sell
-35
Closed -$7.87K 846
2023
Q2
$7.87K Buy
35
+20
+133% +$4.5K ﹤0.01% 747
2023
Q1
$2.87K Buy
15
+5
+50% +$956 ﹤0.01% 833
2022
Q4
$1.85K Sell
10
-15
-60% -$2.77K ﹤0.01% 833
2022
Q3
$4K Sell
25
-185
-88% -$29.6K ﹤0.01% 753
2022
Q2
$43K Buy
210
+115
+121% +$23.5K 0.01% 401
2022
Q1
$23K Buy
95
+65
+217% +$15.7K 0.01% 537
2021
Q4
$7K Buy
+30
New +$7K ﹤0.01% 706
2021
Q3
Sell
-25
Closed -$5K 814
2021
Q2
$5K Hold
25
﹤0.01% 774
2021
Q1
$5K Buy
+25
New +$5K ﹤0.01% 630