Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$15.2K Buy
141
+1
+0.7% +$108 ﹤0.01% 1474
2024
Q4
$18.4K Sell
140
-16
-10% -$2.1K ﹤0.01% 1330
2024
Q3
$16.8K Sell
156
-1
-0.6% -$108 ﹤0.01% 1393
2024
Q2
$16.7K Buy
157
+4
+3% +$425 ﹤0.01% 1351
2024
Q1
$18.7K Buy
153
+12
+9% +$1.46K ﹤0.01% 1250
2023
Q4
$12.4K Buy
141
+9
+7% +$788 ﹤0.01% 1431
2023
Q3
$9.86K Buy
132
+3
+2% +$224 ﹤0.01% 1425
2023
Q2
$7.61K Buy
129
+69
+115% +$4.07K ﹤0.01% 1618
2023
Q1
$1.91K Sell
60
-6
-9% -$191 ﹤0.01% 2262
2022
Q4
$2.2K Buy
66
+31
+89% +$1.03K ﹤0.01% 2192
2022
Q3
$1K Buy
35
+11
+46% +$314 ﹤0.01% 2531
2022
Q2
$1K Buy
24
+2
+9% +$83 ﹤0.01% 2411
2022
Q1
$1K Buy
+22
New +$1K ﹤0.01% 2401
2021
Q3
Sell
-12
Closed -$1K 2031
2021
Q2
$1K Buy
+12
New +$1K ﹤0.01% 1851