Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.1K Sell
133
-34
-20% -$6.15K ﹤0.01% 1960
2025
Q1
$28.9K Sell
167
-9
-5% -$1.56K ﹤0.01% 1859
2024
Q4
$34.6K Buy
176
+4
+2% +$787 ﹤0.01% 1760
2024
Q3
$34.7K Buy
172
+36
+26% +$7.27K ﹤0.01% 1770
2024
Q2
$22.8K Buy
136
+43
+46% +$7.19K ﹤0.01% 1890
2024
Q1
$14.8K Buy
93
+24
+35% +$3.83K ﹤0.01% 2139
2023
Q4
$9.99K Buy
69
+34
+97% +$4.92K ﹤0.01% 2253
2023
Q3
$3.95K Buy
35
+31
+775% +$3.5K ﹤0.01% 2568
2023
Q2
$434 Buy
+4
New +$434 ﹤0.01% 3074
2022
Q2
Sell
-16
Closed -$1K 3252
2022
Q1
$1K Hold
16
﹤0.01% 3016
2021
Q4
$1K Sell
16
-16
-50% -$1K ﹤0.01% 2950
2021
Q3
$2K Buy
32
+18
+129% +$1.13K ﹤0.01% 2673
2021
Q2
$1K Hold
14
﹤0.01% 2762
2021
Q1
$1K Buy
+14
New +$1K ﹤0.01% 2635
2020
Q2
Sell
-11
Closed -$1K 2580
2020
Q1
$1K Buy
+11
New +$1K ﹤0.01% 2133