Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.9K Buy
1,407
+1
+0.1% +$22 ﹤0.01% 2812
2025
Q1
$32.8K Sell
1,406
-388
-22% -$9.04K ﹤0.01% 2687
2024
Q4
$51.5K Sell
1,794
-37
-2% -$1.06K ﹤0.01% 2519
2024
Q3
$54.4K Hold
1,831
﹤0.01% 2407
2024
Q2
$61.7K Sell
1,831
-13
-0.7% -$438 ﹤0.01% 2281
2024
Q1
$66.6K Buy
1,844
+1
+0.1% +$36 ﹤0.01% 2202
2023
Q4
$60.2K Buy
1,843
+962
+109% +$31.4K ﹤0.01% 2165
2023
Q3
$28.7K Buy
881
+95
+12% +$3.09K ﹤0.01% 2275
2023
Q2
$23K Buy
786
+766
+3,830% +$22.4K ﹤0.01% 2345
2023
Q1
$561 Sell
20
-44
-69% -$1.23K ﹤0.01% 3227
2022
Q4
$1.2K Buy
+64
New +$1.2K ﹤0.01% 2984
2017
Q3
Sell
-250
Closed -$4.7K 656
2017
Q2
$4.7K Buy
+250
New +$4.7K ﹤0.01% 1160