Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.4K Sell
403
-44
-10% -$2.34K ﹤0.01% 1354
2025
Q1
$21.5K Buy
447
+175
+64% +$8.42K ﹤0.01% 1305
2024
Q4
$14.2K Buy
272
+23
+9% +$1.2K ﹤0.01% 1370
2024
Q3
$13.5K Buy
249
+174
+232% +$9.45K ﹤0.01% 1377
2024
Q2
$3.86K Buy
75
+46
+159% +$2.37K ﹤0.01% 1529
2024
Q1
$1.44K Buy
+29
New +$1.44K ﹤0.01% 1640
2023
Q4
Sell
-75
Closed -$3.61K 1615
2023
Q3
$3.61K Hold
75
﹤0.01% 1467
2023
Q2
$3.78K Hold
75
﹤0.01% 1455
2023
Q1
$3.39K Hold
75
﹤0.01% 1470
2022
Q4
$3K Hold
75
﹤0.01% 1494
2022
Q3
$3K Sell
75
-34
-31% -$1.36K ﹤0.01% 1525
2022
Q2
$5K Hold
109
﹤0.01% 1565
2022
Q1
$4K Hold
109
﹤0.01% 1687
2021
Q4
$4K Buy
+109
New +$4K ﹤0.01% 1666