Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.42K Sell
872
-501
-36% -$3.69K ﹤0.01% 2498
2025
Q1
$9.64K Buy
1,373
+840
+158% +$5.9K ﹤0.01% 2360
2024
Q4
$10.2K Sell
533
-40
-7% -$767 ﹤0.01% 2348
2024
Q3
$14.1K Hold
573
﹤0.01% 2198
2024
Q2
$15.3K Sell
573
-16
-3% -$426 ﹤0.01% 2090
2024
Q1
$24.3K Buy
589
+16
+3% +$660 ﹤0.01% 1895
2023
Q4
$23.6K Buy
573
+501
+696% +$20.6K ﹤0.01% 1839
2023
Q3
$1.41K Buy
72
+36
+100% +$707 ﹤0.01% 2857
2023
Q2
$894 Buy
36
+10
+38% +$248 ﹤0.01% 2987
2023
Q1
$710 Sell
26
-24
-48% -$655 ﹤0.01% 3048
2022
Q4
$1.71K Sell
50
-56
-53% -$1.92K ﹤0.01% 2853
2022
Q3
$5K Buy
+106
New +$5K ﹤0.01% 2405
2022
Q2
Sell
-10
Closed -$1K 3089
2022
Q1
$1K Buy
10
+2
+25% +$200 ﹤0.01% 2929
2021
Q4
$1K Buy
8
+2
+33% +$250 ﹤0.01% 2864
2021
Q3
$0 Hold
6
﹤0.01% 3024
2021
Q2
$0 Sell
6
-6
-50% ﹤0.01% 2926
2021
Q1
$1K Buy
+12
New +$1K ﹤0.01% 2576