Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.2K Sell
244
-234
-49% -$39.6K ﹤0.01% 1182
2025
Q1
$36.3K Buy
478
+247
+107% +$18.7K ﹤0.01% 1174
2024
Q4
$18.6K Buy
231
+177
+328% +$14.3K ﹤0.01% 1283
2024
Q3
$4.73K Buy
54
+35
+184% +$3.07K ﹤0.01% 1747
2024
Q2
$1.99K Buy
19
+14
+280% +$1.46K ﹤0.01% 1785
2024
Q1
$612 Buy
+5
New +$612 ﹤0.01% 1930
2023
Q4
Sell
-14
Closed -$2.52K 1626
2023
Q3
$2.52K Hold
14
﹤0.01% 1506
2023
Q2
$3.2K Hold
14
﹤0.01% 1470
2023
Q1
$2.73K Hold
14
﹤0.01% 1492
2022
Q4
$2K Hold
14
﹤0.01% 1538
2022
Q3
$2K Sell
14
-5
-26% -$714 ﹤0.01% 1586
2022
Q2
$3K Hold
19
﹤0.01% 1657
2022
Q1
$5K Hold
19
﹤0.01% 1647
2021
Q4
$4K Buy
+19
New +$4K ﹤0.01% 1674