Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.4K Sell
69
-314
-82% -$65.5K 0.01% 470
2025
Q1
$83.2K Buy
383
+58
+18% +$12.6K 0.03% 116
2024
Q4
$67K Buy
325
+316
+3,511% +$65.2K 0.03% 117
2024
Q3
$1.59K Hold
9
﹤0.01% 851
2024
Q2
$1.47K Buy
9
+2
+29% +$326 ﹤0.01% 428
2024
Q1
$1.04K Buy
7
+3
+75% +$447 ﹤0.01% 457
2023
Q4
$515 Hold
4
﹤0.01% 463
2023
Q3
$421 Hold
4
﹤0.01% 463
2023
Q2
$418 Hold
4
﹤0.01% 491
2023
Q1
$404 Hold
4
﹤0.01% 577
2022
Q4
$369 Buy
+4
New +$369 ﹤0.01% 535