Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.7K Sell
683
-92
-12% -$8.45K 0.01% 1124
2025
Q1
$68.2K Buy
775
+246
+47% +$21.6K 0.01% 1069
2024
Q4
$48.9K Buy
529
+86
+19% +$7.96K 0.01% 1172
2024
Q3
$41.1K Buy
443
+14
+3% +$1.3K ﹤0.01% 1214
2024
Q2
$32.2K Buy
429
+4
+0.9% +$300 ﹤0.01% 1283
2024
Q1
$36.7K Buy
425
+53
+14% +$4.57K ﹤0.01% 1208
2023
Q4
$25.7K Buy
+372
New +$25.7K ﹤0.01% 1308
2023
Q3
Sell
-510
Closed -$28.4K 2322
2023
Q2
$28.4K Sell
510
-29
-5% -$1.62K ﹤0.01% 1238
2023
Q1
$27.4K Buy
539
+469
+670% +$23.9K ﹤0.01% 1214
2022
Q4
$3K Sell
70
-56
-44% -$2.4K ﹤0.01% 1916
2022
Q3
$4K Buy
126
+56
+80% +$1.78K ﹤0.01% 1714
2022
Q2
$2K Buy
+70
New +$2K ﹤0.01% 1943