Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.5K Buy
395
+133
+51% +$10.6K ﹤0.01% 1251
2025
Q1
$21.1K Buy
262
+98
+60% +$7.89K ﹤0.01% 1312
2024
Q4
$15.7K Buy
164
+12
+8% +$1.15K ﹤0.01% 1341
2024
Q3
$15.3K Sell
152
-24
-14% -$2.42K ﹤0.01% 1326
2024
Q2
$15.9K Sell
176
-157
-47% -$14.1K ﹤0.01% 1151
2024
Q1
$36.2K Sell
333
-229
-41% -$24.9K ﹤0.01% 892
2023
Q4
$66.5K Buy
562
+332
+144% +$39.3K ﹤0.01% 786
2023
Q3
$24.5K Buy
230
+47
+26% +$5.01K ﹤0.01% 1022
2023
Q2
$16.4K Hold
183
﹤0.01% 1132
2023
Q1
$14.3K Sell
183
-20
-10% -$1.57K ﹤0.01% 1186
2022
Q4
$17K Sell
203
-67
-25% -$5.61K ﹤0.01% 1145
2022
Q3
$21K Sell
270
-196
-42% -$15.2K ﹤0.01% 1090
2022
Q2
$42K Buy
466
+64
+16% +$5.77K ﹤0.01% 957
2022
Q1
$48K Hold
402
﹤0.01% 978
2021
Q4
$47K Buy
+402
New +$47K ﹤0.01% 1013