Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.6K Buy
307
+115
+60% +$10.7K 0.01% 428
2025
Q1
$16.9K Sell
192
-61
-24% -$5.37K ﹤0.01% 492
2024
Q4
$23.4K Buy
253
+10
+4% +$925 0.01% 460
2024
Q3
$22.5K Sell
243
-27
-10% -$2.5K 0.01% 494
2024
Q2
$20.2K Hold
270
0.01% 503
2024
Q1
$23.3K Hold
270
0.01% 520
2023
Q4
$18.7K Buy
+270
New +$18.7K 0.01% 544
2023
Q3
Sell
-1,410
Closed -$78.6K 1008
2023
Q2
$78.6K Hold
1,410
0.02% 409
2023
Q1
$71.7K Sell
1,410
-572
-29% -$29.1K 0.02% 424
2022
Q4
$79K Buy
+1,982
New +$79K 0.02% 400