Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.4K Sell
293
-55
-16% -$4.58K ﹤0.01% 2441
2025
Q1
$20.9K Sell
348
-48
-12% -$2.88K ﹤0.01% 2271
2024
Q4
$33.1K Sell
396
-209
-35% -$17.5K ﹤0.01% 2037
2024
Q3
$51.4K Buy
605
+248
+69% +$21.1K ﹤0.01% 1720
2024
Q2
$48.2K Buy
+357
New +$48.2K ﹤0.01% 1701
2023
Q4
Sell
-3
Closed -$448 3062
2023
Q3
$448 Sell
3
-16
-84% -$2.39K ﹤0.01% 3118
2023
Q2
$2.96K Buy
19
+9
+90% +$1.4K ﹤0.01% 2742
2023
Q1
$218 Sell
10
-95
-90% -$2.07K ﹤0.01% 3265
2022
Q4
$17K Sell
105
-7
-6% -$1.13K ﹤0.01% 3008
2022
Q3
$18K Buy
112
+1
+0.9% +$161 ﹤0.01% 3165
2022
Q2
$18K Hold
111
﹤0.01% 2919
2022
Q1
$18K Buy
+111
New +$18K ﹤0.01% 2919
2021
Q3
Hold
0
3396
2021
Q2
Hold
0
3107
2021
Q1
Hold
0
3038
2020
Q4
Hold
0
2966
2020
Q3
Hold
0
2862