Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.3K Buy
14,722
+2,754
+23% +$14.3K 0.01% 387
2025
Q1
$63.1K Buy
11,968
+432
+4% +$2.28K ﹤0.01% 390
2024
Q4
$51.1K Sell
11,536
-424
-4% -$1.88K ﹤0.01% 411
2024
Q3
$52.3K Buy
+11,960
New +$52.3K ﹤0.01% 420
2023
Q2
Sell
-3,475
Closed -$17.1K 1193
2023
Q1
$17.1K Sell
3,475
-107
-3% -$525 ﹤0.01% 883
2022
Q4
$16.6K Buy
3,582
+2,493
+229% +$11.6K ﹤0.01% 910
2022
Q3
$5K Buy
1,089
+321
+42% +$1.47K ﹤0.01% 1182
2022
Q2
$4K Buy
768
+38
+5% +$198 ﹤0.01% 1060
2022
Q1
$4K Hold
730
﹤0.01% 1093
2021
Q4
$5K Hold
730
﹤0.01% 1005
2021
Q3
$4K Hold
730
﹤0.01% 1018
2021
Q2
$4K Buy
730
+2
+0.3% +$11 ﹤0.01% 938
2021
Q1
$3K Hold
728
﹤0.01% 1001
2020
Q4
$3K Hold
728
﹤0.01% 919
2020
Q3
$3K Sell
728
-35
-5% -$144 ﹤0.01% 850
2020
Q2
$3K Buy
763
+35
+5% +$138 ﹤0.01% 835
2020
Q1
$2K Buy
+728
New +$2K ﹤0.01% 781