Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.31K Sell
72
-65
-47% -$8.41K ﹤0.01% 809
2025
Q1
$16.4K Buy
137
+43
+46% +$5.14K ﹤0.01% 715
2024
Q4
$10.9K Buy
94
+32
+52% +$3.71K ﹤0.01% 775
2024
Q3
$8.37K Buy
62
+3
+5% +$405 ﹤0.01% 782
2024
Q2
$8K Buy
59
+4
+7% +$543 ﹤0.01% 771
2024
Q1
$7.11K Hold
55
﹤0.01% 799
2023
Q4
$6.29K Buy
+55
New +$6.29K ﹤0.01% 792
2023
Q3
Sell
-65
Closed -$7.32K 982
2023
Q2
$7.32K Hold
65
﹤0.01% 755
2023
Q1
$6.81K Hold
65
﹤0.01% 737
2022
Q4
$7.19K Buy
65
+5
+8% +$553 ﹤0.01% 698
2022
Q3
$5K Buy
60
+10
+20% +$833 ﹤0.01% 726
2022
Q2
$4K Buy
+50
New +$4K ﹤0.01% 778
2022
Q1
Sell
-135
Closed -$16K 1005
2021
Q4
$16K Buy
+135
New +$16K ﹤0.01% 568
2021
Q3
Sell
-135
Closed -$16K 903
2021
Q2
$16K Buy
135
+55
+69% +$6.52K ﹤0.01% 573
2021
Q1
$8K Buy
+80
New +$8K ﹤0.01% 560