Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-154
Closed -$48.8K 333
2025
Q1
$48.8K Buy
154
+11
+8% +$3.48K 0.01% 568
2024
Q4
$48.2K Buy
143
+2
+1% +$675 0.01% 588
2024
Q3
$45.1K Sell
141
-77
-35% -$24.6K ﹤0.01% 689
2024
Q2
$70.1K Hold
218
0.01% 565
2024
Q1
$75.7K Buy
218
+7
+3% +$2.43K 0.01% 559
2023
Q4
$76.6K Buy
211
+12
+6% +$4.36K 0.01% 517
2023
Q3
$59.2K Buy
199
+15
+8% +$4.46K 0.01% 551
2023
Q2
$60.8K Hold
184
0.01% 539
2023
Q1
$61.2K Buy
184
+14
+8% +$4.66K 0.01% 537
2022
Q4
$41.1K Buy
170
+91
+115% +$22K 0.01% 629
2022
Q3
$18K Buy
79
+69
+690% +$15.7K ﹤0.01% 754
2022
Q2
$2K Sell
10
-7
-41% -$1.4K ﹤0.01% 1038
2022
Q1
$5K Hold
17
﹤0.01% 1033
2021
Q4
$7K Buy
+17
New +$7K ﹤0.01% 864