Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93.8K Sell
414
-278
-40% -$63K ﹤0.01% 422
2025
Q1
$115K Buy
692
+565
+445% +$93.8K 0.01% 411
2024
Q4
$25.1K Hold
127
﹤0.01% 415
2024
Q3
$22.1K Hold
127
﹤0.01% 431
2024
Q2
$22.1K Sell
127
-19
-13% -$3.3K ﹤0.01% 438
2024
Q1
$19.9K Buy
+146
New +$19.9K ﹤0.01% 454
2023
Q3
Sell
-13
Closed -$1.31K 684
2023
Q2
$1.31K Hold
13
﹤0.01% 564
2023
Q1
$1.21K Hold
13
﹤0.01% 616
2022
Q4
$968 Hold
13
﹤0.01% 670
2022
Q3
$1K Hold
13
﹤0.01% 665
2022
Q2
$1K Buy
+13
New +$1K ﹤0.01% 693