Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.3K Sell
122
-33
-21% -$10.9K ﹤0.01% 379
2025
Q1
$51K Buy
155
+65
+72% +$21.4K ﹤0.01% 329
2024
Q4
$24.9K Buy
+90
New +$24.9K ﹤0.01% 411
2024
Q3
Sell
-200
Closed -$66.1K 533
2024
Q2
$66.1K Hold
200
﹤0.01% 286
2024
Q1
$72.6K Hold
200
﹤0.01% 268
2023
Q4
$59.9K Hold
200
﹤0.01% 287
2023
Q3
$57.2K Hold
200
﹤0.01% 263
2023
Q2
$56.1K Hold
200
﹤0.01% 266
2023
Q1
$51.1K Hold
200
﹤0.01% 288
2022
Q4
$66.3K Hold
200
﹤0.01% 255
2022
Q3
$55K Hold
200
﹤0.01% 253
2022
Q2
$53K Hold
200
﹤0.01% 260
2022
Q1
$48K Hold
200
﹤0.01% 282
2021
Q4
$46K Sell
200
-83
-29% -$19.1K ﹤0.01% 309
2021
Q3
$57K Buy
283
+83
+42% +$16.7K ﹤0.01% 292
2021
Q2
$47K Hold
200
﹤0.01% 277
2021
Q1
$48K Hold
200
﹤0.01% 273
2020
Q4
$42K Hold
200
﹤0.01% 261
2020
Q3
$34K Sell
200
-28
-12% -$4.76K ﹤0.01% 265
2020
Q2
$43K Buy
+228
New +$43K ﹤0.01% 250