Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.2K Buy
613
+14
+2% +$1.03K ﹤0.01% 1628
2025
Q1
$46.8K Sell
599
-18
-3% -$1.41K ﹤0.01% 1599
2024
Q4
$72.6K Buy
617
+4
+0.7% +$471 ﹤0.01% 1383
2024
Q3
$66.1K Hold
613
﹤0.01% 1424
2024
Q2
$53.5K Buy
613
+238
+63% +$20.8K ﹤0.01% 1478
2024
Q1
$33K Hold
375
﹤0.01% 1754
2023
Q4
$27.7K Sell
375
-32
-8% -$2.36K ﹤0.01% 1760
2023
Q3
$23.1K Buy
407
+53
+15% +$3.01K ﹤0.01% 1770
2023
Q2
$22.4K Sell
354
-11
-3% -$695 ﹤0.01% 1824
2023
Q1
$23.5K Hold
365
﹤0.01% 1777
2022
Q4
$18.3K Sell
365
-16
-4% -$802 ﹤0.01% 1840
2022
Q3
$14K Buy
381
+27
+8% +$992 ﹤0.01% 1894
2022
Q2
$13K Sell
354
-257
-42% -$9.44K ﹤0.01% 1968
2022
Q1
$23K Buy
611
+602
+6,689% +$22.7K ﹤0.01% 1757
2021
Q4
$0 Hold
9
﹤0.01% 3075
2021
Q3
$0 Buy
+9
New ﹤0.01% 3008
2020
Q3
Sell
-23
Closed -$1K 2560
2020
Q2
$1K Buy
+23
New +$1K ﹤0.01% 2236