Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.8K Sell
108
-9
-8% -$4.81K ﹤0.01% 449
2025
Q1
$43.2K Sell
117
-8
-6% -$2.96K ﹤0.01% 502
2024
Q4
$56.7K Hold
125
﹤0.01% 441
2024
Q3
$53.8K Buy
125
+1
+0.8% +$431 ﹤0.01% 453
2024
Q2
$45.3K Hold
124
﹤0.01% 434
2024
Q1
$43.4K Hold
124
﹤0.01% 454
2023
Q4
$26.7K Hold
124
﹤0.01% 524
2023
Q3
$26.1K Hold
124
﹤0.01% 486
2023
Q2
$22.9K Sell
124
-6
-5% -$1.11K ﹤0.01% 514
2023
Q1
$21.1K Buy
130
+5
+4% +$813 ﹤0.01% 526
2022
Q4
$18.5K Buy
125
+1
+0.8% +$148 ﹤0.01% 551
2022
Q3
$14K Buy
124
+23
+23% +$2.6K ﹤0.01% 638
2022
Q2
$10K Sell
101
-18
-15% -$1.78K ﹤0.01% 758
2022
Q1
$13K Buy
119
+103
+644% +$11.3K ﹤0.01% 709
2021
Q4
$2K Buy
+16
New +$2K ﹤0.01% 1065