Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.8K Buy
167
+22
+15% +$2.74K ﹤0.01% 678
2025
Q1
$14.2K Sell
145
-8
-5% -$783 ﹤0.01% 738
2024
Q4
$16.5K Hold
153
﹤0.01% 708
2024
Q3
$9.98K Hold
153
﹤0.01% 760
2024
Q2
$8.69K Hold
153
﹤0.01% 760
2024
Q1
$9.36K Hold
153
﹤0.01% 751
2023
Q4
$11.6K Buy
+153
New +$11.6K ﹤0.01% 703
2023
Q3
Sell
-203
Closed -$12.9K 889
2023
Q2
$12.9K Sell
203
-2
-1% -$127 ﹤0.01% 685
2023
Q1
$13.7K Buy
205
+5
+3% +$333 ﹤0.01% 652
2022
Q4
$9.79K Buy
200
+150
+300% +$7.34K ﹤0.01% 662
2022
Q3
$3K Sell
50
-75
-60% -$4.5K ﹤0.01% 794
2022
Q2
$10K Hold
125
﹤0.01% 645
2022
Q1
$21K Buy
125
+75
+150% +$12.6K 0.01% 553
2021
Q4
$13K Buy
+50
New +$13K ﹤0.01% 601
2021
Q3
Sell
-323
Closed -$127K 848
2021
Q2
$127K Buy
323
+273
+546% +$107K 0.04% 206
2021
Q1
$17K Buy
+50
New +$17K 0.01% 443