Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.9K Buy
175
+10
+6% +$1.08K ﹤0.01% 7171
2025
Q1
$21.1K Buy
165
+48
+41% +$6.14K ﹤0.01% 6895
2024
Q4
$15.4K Buy
117
+31
+36% +$4.07K ﹤0.01% 6816
2024
Q3
$9.48K Buy
86
+34
+65% +$3.75K ﹤0.01% 6578
2024
Q2
$2.13K Sell
52
-28
-35% -$1.15K ﹤0.01% 7260
2024
Q1
$4.3K Buy
+80
New +$4.3K ﹤0.01% 6467
2023
Q4
Sell
-4
Closed -$540 8460
2023
Q3
$540 Buy
+4
New +$540 ﹤0.01% 7273
2023
Q2
Sell
-1
Closed -$138 8279
2023
Q1
$138 Sell
1
-4
-80% -$552 ﹤0.01% 8091
2022
Q4
$511 Sell
5
-49
-91% -$5.01K ﹤0.01% 8955
2022
Q3
$9K Buy
54
+44
+440% +$7.33K ﹤0.01% 7493
2022
Q2
$3K Buy
+10
New +$3K ﹤0.01% 8305
2022
Q1
Sell
-24
Closed -$24K 9526
2021
Q4
$24K Buy
24
+14
+140% +$14K ﹤0.01% 6523
2021
Q3
$23K Hold
10
﹤0.01% 5887
2021
Q2
$40K Buy
10
+3
+43% +$12K ﹤0.01% 5564
2021
Q1
$39K Buy
7
+3
+75% +$16.7K ﹤0.01% 5777
2020
Q4
$30K Buy
+4
New +$30K ﹤0.01% 5632