Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.7K Buy
101
+18
+22% +$2.45K 0.01% 218
2025
Q1
$11K Hold
83
0.01% 221
2024
Q4
$9.39K Buy
83
+5
+6% +$566 ﹤0.01% 269
2024
Q3
$8.89K Hold
78
﹤0.01% 275
2024
Q2
$8.11K Sell
78
-23
-23% -$2.39K ﹤0.01% 279
2024
Q1
$11.5K Hold
101
0.01% 201
2023
Q4
$11.1K Buy
101
+75
+288% +$8.26K 0.01% 175
2023
Q3
$2.52K Sell
26
-11
-30% -$1.07K ﹤0.01% 395
2023
Q2
$4.03K Buy
37
+10
+37% +$1.09K ﹤0.01% 322
2023
Q1
$2.73K Sell
27
-2
-7% -$203 ﹤0.01% 377
2022
Q4
$3.18K Buy
+29
New +$3.18K ﹤0.01% 389
2021
Q4
Sell
-507
Closed -$49K 68
2021
Q3
$49K Buy
+507
New +$49K 0.04% 106