Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.3K Buy
+262
New +$18.3K ﹤0.01% 1405
2025
Q1
Sell
-212
Closed -$14.8K 2106
2024
Q4
$14.8K Sell
212
-68
-24% -$4.75K ﹤0.01% 1358
2024
Q3
$29.4K Buy
280
+27
+11% +$2.83K ﹤0.01% 1060
2024
Q2
$36K Buy
253
+11
+5% +$1.56K ﹤0.01% 900
2024
Q1
$27K Buy
242
+14
+6% +$1.56K ﹤0.01% 981
2023
Q4
$29.6K Sell
228
-149
-40% -$19.3K ﹤0.01% 946
2023
Q3
$61.5K Hold
377
﹤0.01% 785
2023
Q2
$69.1K Buy
377
+229
+155% +$42K ﹤0.01% 781
2023
Q1
$19.7K Hold
148
﹤0.01% 1092
2022
Q4
$12K Sell
148
-40
-21% -$3.24K ﹤0.01% 1231
2022
Q3
$11K Sell
188
-7
-4% -$410 ﹤0.01% 1270
2022
Q2
$11K Sell
195
-1
-0.5% -$56 ﹤0.01% 1352
2022
Q1
$15K Buy
+196
New +$15K ﹤0.01% 1335