Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.81K Buy
262
+1
+0.4% +$26 ﹤0.01% 1132
2025
Q1
$6.63K Sell
261
-1,486
-85% -$37.7K ﹤0.01% 1143
2024
Q4
$37K Sell
1,747
-3
-0.2% -$63 0.02% 314
2024
Q3
$33.8K Hold
1,750
0.02% 355
2024
Q2
$29.7K Sell
1,750
-10
-0.6% -$170 0.02% 382
2024
Q1
$30.2K Buy
1,760
+1,270
+259% +$21.8K 0.02% 382
2023
Q4
$9.3K Hold
490
0.01% 322
2023
Q3
$8.08K Hold
490
0.01% 330
2023
Q2
$8.83K Sell
490
-20
-4% -$360 0.01% 356
2023
Q1
$9.23K Sell
510
-40
-7% -$724 0.01% 374
2022
Q4
$8.38K Hold
550
0.01% 377
2022
Q3
$7K Hold
550
0.01% 399
2022
Q2
$9K Buy
550
+5
+0.9% +$82 0.01% 356
2022
Q1
$11K Hold
545
0.01% 315
2021
Q4
$13.8K Buy
+545
New +$13.8K 0.01% 287