Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71K Buy
149
+16
+12% +$7.63K ﹤0.01% 1651
2025
Q1
$48.8K Sell
133
-40
-23% -$14.7K ﹤0.01% 1785
2024
Q4
$69.9K Hold
173
﹤0.01% 1552
2024
Q3
$87.3K Buy
173
+17
+11% +$8.58K ﹤0.01% 1394
2024
Q2
$67.1K Buy
156
+1
+0.6% +$430 ﹤0.01% 1427
2024
Q1
$58.7K Buy
155
+64
+70% +$24.2K ﹤0.01% 1454
2023
Q4
$29.5K Buy
+91
New +$29.5K ﹤0.01% 1694
2023
Q3
Sell
-4
Closed -$1.36K 3019
2023
Q2
$1.36K Hold
4
﹤0.01% 2632
2023
Q1
$1.19K Hold
4
﹤0.01% 2664
2022
Q4
$1.2K Hold
4
﹤0.01% 2648
2022
Q3
$1K Hold
4
﹤0.01% 2544
2022
Q2
$1K Buy
+4
New +$1K ﹤0.01% 2544
2021
Q4
$1K Hold
4
﹤0.01% 2480
2021
Q3
$1K Hold
4
﹤0.01% 3454
2021
Q2
$1K Hold
4
﹤0.01% 3505
2021
Q1
$1K Buy
+4
New +$1K ﹤0.01% 3333