Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.4K Sell
153
-20
-12% -$3.32K ﹤0.01% 547
2025
Q1
$29.6K Sell
173
-89
-34% -$15.2K ﹤0.01% 460
2024
Q4
$44.4K Buy
262
+100
+62% +$16.9K ﹤0.01% 429
2024
Q3
$31.1K Hold
162
﹤0.01% 425
2024
Q2
$29.8K Sell
162
-158
-49% -$29K ﹤0.01% 424
2024
Q1
$62.2K Sell
320
-775
-71% -$151K ﹤0.01% 370
2023
Q4
$204K Hold
1,095
0.01% 260
2023
Q3
$219K Hold
1,095
0.01% 243
2023
Q2
$273K Buy
+1,095
New +$273K 0.01% 226
2022
Q4
$74.4K Buy
1,415
+320
+29% +$16.8K 0.03% 134
2022
Q3
$236K Hold
1,095
0.02% 212
2022
Q2
$236K Hold
1,095
0.02% 212
2022
Q1
$237K Hold
1,095
0.01% 225
2021
Q4
$212K Buy
+1,095
New +$212K 0.01% 235
2020
Q2
Sell
-1,529
Closed -$203K 218
2020
Q1
$203K Buy
+1,529
New +$203K 0.02% 199