Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$11.3K Buy
825
+39
+5% +$536 ﹤0.01% 1596
2024
Q4
$9.31K Sell
786
-667
-46% -$7.9K ﹤0.01% 1691
2024
Q3
$26.1K Buy
1,453
+283
+24% +$5.08K ﹤0.01% 1146
2024
Q2
$20.6K Buy
1,170
+101
+9% +$1.78K ﹤0.01% 1230
2024
Q1
$27.4K Sell
1,069
-5
-0.5% -$128 ﹤0.01% 1053
2023
Q4
$28K Buy
1,074
+245
+30% +$6.39K ﹤0.01% 1005
2023
Q3
$19.1K Sell
829
-1
-0.1% -$23 ﹤0.01% 1078
2023
Q2
$19.5K Buy
830
+108
+15% +$2.53K ﹤0.01% 1105
2023
Q1
$8.57K Buy
722
+561
+348% +$6.66K ﹤0.01% 1548
2022
Q4
$2.47K Buy
161
+1
+0.6% +$15 ﹤0.01% 2151
2022
Q3
$3K Buy
160
+95
+146% +$1.78K ﹤0.01% 1949
2022
Q2
$1K Buy
65
+10
+18% +$154 ﹤0.01% 2410
2022
Q1
$2K Buy
+55
New +$2K ﹤0.01% 2111