Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.9K Sell
162
-3
-2% -$388 0.01% 511
2025
Q1
$19.8K Buy
165
+26
+19% +$3.13K 0.01% 501
2024
Q4
$16.3K Buy
139
+4
+3% +$468 0.01% 781
2024
Q3
$20.3K Buy
135
+1
+0.7% +$150 0.01% 676
2024
Q2
$21.3K Hold
134
0.01% 601
2024
Q1
$26.5K Buy
+134
New +$26.5K 0.01% 452
2023
Q4
Hold
0
-$27 673
2023
Q3
Hold
0
-$28 652
2023
Q2
Hold
0
-$27 670
2023
Q1
Sell
-41
Closed -$5.43K 801
2022
Q4
$5.43K Hold
41
﹤0.01% 431
2022
Q3
$4K Hold
41
﹤0.01% 470
2022
Q2
$4K Hold
41
﹤0.01% 477
2022
Q1
$6K Hold
41
0.01% 397
2021
Q4
$4.68K Buy
+41
New +$4.68K ﹤0.01% 409