Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.9K Buy
682
+2
+0.3% +$190 0.01% 447
2025
Q1
$66.2K Buy
680
+16
+2% +$1.56K 0.01% 429
2024
Q4
$69.1K Buy
664
+181
+37% +$18.8K 0.02% 423
2024
Q3
$47.7K Buy
483
+1
+0.2% +$99 0.01% 487
2024
Q2
$49.6K Buy
482
+1
+0.2% +$103 0.01% 476
2024
Q1
$59.6K Buy
481
+14
+3% +$1.73K 0.02% 407
2023
Q4
$45.6K Buy
467
+1
+0.2% +$98 0.01% 444
2023
Q3
$39.6K Buy
466
+2
+0.4% +$170 0.01% 443
2023
Q2
$38.8K Buy
464
+64
+16% +$5.36K 0.01% 448
2023
Q1
$29.3K Buy
400
+389
+3,536% +$28.5K 0.01% 467
2022
Q4
$586 Hold
11
﹤0.01% 1084
2022
Q3
$1K Hold
11
﹤0.01% 1061
2022
Q2
$1K Hold
11
﹤0.01% 1042
2022
Q1
$1K Hold
11
﹤0.01% 1025
2021
Q4
$1K Sell
11
-150
-93% -$13.6K ﹤0.01% 912
2021
Q3
$8K Buy
161
+150
+1,364% +$7.45K ﹤0.01% 626
2021
Q2
$1K Hold
11
﹤0.01% 828
2021
Q1
$1K Hold
11
﹤0.01% 738
2020
Q4
$1K Buy
+11
New +$1K ﹤0.01% 686
2020
Q2
Sell
-11
Closed 462
2020
Q1
$0 Buy
+11
New ﹤0.01% 711