Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04K Buy
13
+2
+18% +$314 ﹤0.01% 3122
2025
Q1
$1.42K Sell
11
-295
-96% -$38.1K ﹤0.01% 3161
2024
Q4
$43.7K Sell
306
-18
-6% -$2.57K ﹤0.01% 1772
2024
Q3
$48.4K Buy
324
+10
+3% +$1.5K ﹤0.01% 1669
2024
Q2
$40.6K Buy
314
+1
+0.3% +$129 ﹤0.01% 1657
2024
Q1
$42.6K Sell
313
-71
-18% -$9.66K ﹤0.01% 1603
2023
Q4
$45.8K Buy
384
+75
+24% +$8.95K ﹤0.01% 1500
2023
Q3
$30.3K Hold
309
﹤0.01% 1570
2023
Q2
$28.8K Hold
309
﹤0.01% 1610
2023
Q1
$26.7K Buy
309
+3
+1% +$259 ﹤0.01% 1616
2022
Q4
$24.8K Buy
306
+11
+4% +$892 ﹤0.01% 1592
2022
Q3
$20K Hold
295
﹤0.01% 1645
2022
Q2
$20K Buy
+295
New +$20K ﹤0.01% 1645
2021
Q4
Sell
-225
Closed -$19K 3168
2021
Q3
$19K Hold
225
﹤0.01% 2325
2021
Q2
$21K Hold
225
﹤0.01% 2323
2021
Q1
$20K Buy
+225
New +$20K ﹤0.01% 2209