Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.3K Sell
131
-110
-46% -$5.29K ﹤0.01% 1035
2025
Q1
$11.7K Buy
241
+2
+0.8% +$97 ﹤0.01% 864
2024
Q4
$11.7K Sell
239
-291
-55% -$14.2K ﹤0.01% 800
2024
Q3
$32.9K Buy
530
+294
+125% +$18.3K ﹤0.01% 535
2024
Q2
$13.5K Sell
236
-92
-28% -$5.25K ﹤0.01% 710
2024
Q1
$18.9K Buy
328
+245
+295% +$14.1K ﹤0.01% 607
2023
Q4
$5.67K Hold
83
﹤0.01% 868
2023
Q3
$4.72K Hold
83
﹤0.01% 766
2023
Q2
$4.95K Hold
83
﹤0.01% 742
2023
Q1
$5.26K Sell
83
-498
-86% -$31.6K ﹤0.01% 695
2022
Q4
$36.1K Buy
+581
New +$36.1K ﹤0.01% 299
2021
Q1
Sell
-100
Closed -$6K 959
2020
Q4
$6K Hold
100
﹤0.01% 545
2020
Q3
$5K Hold
100
﹤0.01% 534
2020
Q2
$4K Hold
100
﹤0.01% 524
2020
Q1
$3K Hold
100
﹤0.01% 514
2019
Q4
$5K Hold
100
﹤0.01% 446
2019
Q3
$4K Buy
+100
New +$4K ﹤0.01% 448
2018
Q3
Sell
-3
Closed 697
2018
Q2
$0 Buy
+3
New ﹤0.01% 625