Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2K Sell
48
-8
-14% -$2.19K ﹤0.01% 1638
2025
Q1
$19.6K Buy
56
+3
+6% +$1.05K ﹤0.01% 1619
2024
Q4
$24.2K Buy
53
+2
+4% +$911 ﹤0.01% 1555
2024
Q3
$22.3K Sell
51
-12
-19% -$5.25K ﹤0.01% 1410
2024
Q2
$29.9K Hold
63
﹤0.01% 1288
2024
Q1
$36.9K Hold
63
﹤0.01% 1313
2023
Q4
$28.4K Sell
63
-5
-7% -$2.25K ﹤0.01% 1410
2023
Q3
$27.1K Sell
68
-1
-1% -$399 ﹤0.01% 1389
2023
Q2
$23.6K Hold
69
﹤0.01% 1523
2023
Q1
$18.8K Buy
+69
New +$18.8K ﹤0.01% 1645
2022
Q2
Sell
-125
Closed -$30K 2813
2022
Q1
$30K Hold
125
﹤0.01% 1639
2021
Q4
$42K Hold
125
﹤0.01% 1810
2021
Q3
$30K Hold
125
﹤0.01% 1696
2021
Q2
$26K Buy
+125
New +$26K ﹤0.01% 1773