Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.5K Sell
1,074
-15
-1% -$789 ﹤0.01% 1516
2025
Q1
$45.8K Sell
1,089
-25
-2% -$1.05K ﹤0.01% 1613
2024
Q4
$46.8K Sell
1,114
-17
-2% -$715 ﹤0.01% 1615
2024
Q3
$56.5K Buy
1,131
+17
+2% +$849 ﹤0.01% 1506
2024
Q2
$65.9K Sell
1,114
-25
-2% -$1.48K ﹤0.01% 1373
2024
Q1
$51.3K Hold
1,139
﹤0.01% 1542
2023
Q4
$31.3K Hold
1,139
﹤0.01% 1701
2023
Q3
$26.9K Hold
1,139
﹤0.01% 1701
2023
Q2
$30K Sell
1,139
-118
-9% -$3.11K ﹤0.01% 1684
2023
Q1
$23.1K Buy
1,257
+1,164
+1,252% +$21.4K ﹤0.01% 1790
2022
Q4
$1.44K Buy
+93
New +$1.44K ﹤0.01% 2890