Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.7K Buy
138
+3
+2% +$472 ﹤0.01% 1491
2025
Q1
$17.5K Sell
135
-67
-33% -$8.67K ﹤0.01% 1654
2024
Q4
$28.9K Buy
202
+10
+5% +$1.43K ﹤0.01% 1491
2024
Q3
$28.7K Buy
192
+1
+0.5% +$149 ﹤0.01% 1326
2024
Q2
$24.7K Buy
+191
New +$24.7K ﹤0.01% 1369
2022
Q1
Sell
-100
Closed -$10K 2700
2021
Q4
$10K Buy
+100
New +$10K ﹤0.01% 2383
2021
Q2
Sell
-143
Closed -$13K 2778
2021
Q1
$13K Buy
+143
New +$13K ﹤0.01% 2329