Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$552 Buy
11
+10
+1,000% +$502 ﹤0.01% 838
2025
Q1
$48 Sell
1
-12
-92% -$576 ﹤0.01% 1030
2024
Q4
$688 Sell
13
-29
-69% -$1.54K ﹤0.01% 781
2024
Q3
$2.33K Sell
42
-134
-76% -$7.44K ﹤0.01% 686
2024
Q2
$10.4K Sell
176
-26
-13% -$1.53K ﹤0.01% 514
2024
Q1
$13.9K Buy
202
+23
+13% +$1.58K ﹤0.01% 475
2023
Q4
$14.5K Buy
179
+88
+97% +$7.13K ﹤0.01% 473
2023
Q3
$5.88K Sell
91
-108
-54% -$6.98K ﹤0.01% 571
2023
Q2
$16.8K Sell
199
-31
-13% -$2.62K ﹤0.01% 435
2023
Q1
$25.6K Hold
230
﹤0.01% 363
2022
Q4
$27.5K Buy
230
+33
+17% +$3.95K ﹤0.01% 296
2022
Q3
$20K Buy
197
+60
+44% +$6.09K ﹤0.01% 331
2022
Q2
$10K Buy
137
+25
+22% +$1.83K ﹤0.01% 429
2022
Q1
$14K Buy
112
+59
+111% +$7.38K ﹤0.01% 386
2021
Q4
$12K Buy
53
+4
+8% +$906 ﹤0.01% 403
2021
Q3
$10K Buy
49
+37
+308% +$7.55K ﹤0.01% 420
2021
Q2
$2K Buy
+12
New +$2K ﹤0.01% 622