Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$955 Buy
+14
New +$955 ﹤0.01% 1271
2024
Q4
Sell
-67
Closed -$4.83K 1384
2024
Q3
$4.83K Buy
67
+4
+6% +$288 ﹤0.01% 985
2024
Q2
$4.44K Sell
63
-36
-36% -$2.54K ﹤0.01% 983
2024
Q1
$7.89K Hold
99
﹤0.01% 821
2023
Q4
$8.88K Sell
99
-24
-20% -$2.15K ﹤0.01% 772
2023
Q3
$12.1K Hold
123
﹤0.01% 665
2023
Q2
$12.6K Buy
123
+89
+262% +$9.09K ﹤0.01% 670
2023
Q1
$3.81K Hold
34
﹤0.01% 859
2022
Q4
$2.66K Hold
34
﹤0.01% 905
2022
Q3
$3K Hold
34
﹤0.01% 865
2022
Q2
$3K Hold
34
﹤0.01% 865
2022
Q1
$4K Hold
34
﹤0.01% 813
2021
Q4
$6K Buy
34
+10
+42% +$1.77K ﹤0.01% 672
2021
Q3
$4K Hold
24
﹤0.01% 725
2021
Q2
$4K Hold
24
﹤0.01% 698
2021
Q1
$3K Hold
24
﹤0.01% 634
2020
Q4
$3K Buy
+24
New +$3K ﹤0.01% 600
2020
Q2
Sell
-138
Closed -$7K 126
2020
Q1
$7K Buy
+138
New +$7K 0.01% 450