Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.97K Hold
92
﹤0.01% 547
2025
Q1
$6.57K Sell
92
-244
-73% -$17.4K ﹤0.01% 579
2024
Q4
$29.5K Buy
336
+244
+265% +$21.4K ﹤0.01% 381
2024
Q3
$7.69K Sell
92
-104
-53% -$8.7K ﹤0.01% 440
2024
Q2
$14.9K Sell
196
-4
-2% -$304 ﹤0.01% 421
2024
Q1
$14.4K Hold
200
﹤0.01% 411
2023
Q4
$14.9K Buy
200
+92
+85% +$6.88K ﹤0.01% 393
2023
Q3
$7.35K Buy
108
+104
+2,600% +$7.08K ﹤0.01% 372
2023
Q2
$291 Hold
4
﹤0.01% 435
2023
Q1
$302 Hold
4
﹤0.01% 468
2022
Q4
$309 Hold
4
﹤0.01% 433
2022
Q3
$0 Sell
4
-4
-50% ﹤0.01% 443
2022
Q2
$1K Buy
8
+4
+100% +$500 ﹤0.01% 422
2022
Q1
$0 Sell
4
-296
-99% ﹤0.01% 471
2021
Q4
$20K Hold
300
﹤0.01% 368
2021
Q3
$19K Buy
+300
New +$19K ﹤0.01% 377
2020
Q4
Sell
-1,094
Closed -$65K 409
2020
Q3
$65K Buy
+1,094
New +$65K ﹤0.01% 226