Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.08K Sell
17
-12
-41% -$2.88K ﹤0.01% 947
2025
Q1
$6.57K Buy
29
+13
+81% +$2.95K ﹤0.01% 925
2024
Q4
$3.29K Hold
16
﹤0.01% 615
2024
Q3
$3.88K Hold
16
﹤0.01% 541
2024
Q2
$3.51K Buy
+16
New +$3.51K ﹤0.01% 561
2023
Q3
Sell
-50
Closed -$11.2K 681
2023
Q2
$11.2K Sell
50
-583
-92% -$131K ﹤0.01% 461
2023
Q1
$121K Sell
633
-61
-9% -$11.7K 0.01% 291
2022
Q4
$128K Hold
694
0.01% 303
2022
Q3
$116K Sell
694
-130
-16% -$21.7K 0.01% 300
2022
Q2
$170K Sell
824
-19
-2% -$3.92K 0.02% 267
2022
Q1
$204K Buy
+843
New +$204K 0.02% 272