Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.7K Sell
206
-196
-49% -$16.8K ﹤0.01% 1417
2025
Q1
$37K Buy
402
+179
+80% +$16.5K ﹤0.01% 1170
2024
Q4
$18.8K Buy
223
+6
+3% +$506 ﹤0.01% 1282
2024
Q3
$22.8K Sell
217
-313
-59% -$33K ﹤0.01% 1168
2024
Q2
$45.8K Sell
530
-244
-32% -$21.1K ﹤0.01% 846
2024
Q1
$81.5K Buy
774
+374
+94% +$39.4K ﹤0.01% 748
2023
Q4
$47.6K Hold
400
﹤0.01% 839
2023
Q3
$53.7K Hold
400
﹤0.01% 820
2023
Q2
$54.8K Hold
400
﹤0.01% 828
2023
Q1
$60.4K Sell
400
-100
-20% -$15.1K ﹤0.01% 795
2022
Q4
$57K Sell
500
-8
-2% -$912 ﹤0.01% 813
2022
Q3
$60K Buy
508
+108
+27% +$12.8K ﹤0.01% 826
2022
Q2
$59K Hold
400
﹤0.01% 866
2022
Q1
$53K Hold
400
﹤0.01% 957
2021
Q4
$60K Buy
+400
New +$60K ﹤0.01% 936