Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.6K Sell
145
-21
-13% -$10.2K ﹤0.01% 975
2025
Q1
$102K Buy
166
+114
+219% +$70.1K ﹤0.01% 757
2024
Q4
$27.6K Buy
52
+39
+300% +$20.7K ﹤0.01% 1143
2024
Q3
$7.81K Buy
13
+2
+18% +$1.2K ﹤0.01% 1572
2024
Q2
$5.97K Buy
11
+7
+175% +$3.8K ﹤0.01% 1380
2024
Q1
$2.57K Buy
+4
New +$2.57K ﹤0.01% 1475
2023
Q4
Sell
-59
Closed -$30.7K 1632
2023
Q3
$30.7K Sell
59
-9
-13% -$4.68K ﹤0.01% 960
2023
Q2
$36.8K Buy
68
+2
+3% +$1.08K ﹤0.01% 919
2023
Q1
$35.5K Hold
66
﹤0.01% 928
2022
Q4
$34K Hold
66
﹤0.01% 946
2022
Q3
$29K Sell
66
-10
-13% -$4.39K ﹤0.01% 996
2022
Q2
$36K Hold
76
﹤0.01% 996
2022
Q1
$39K Buy
76
+59
+347% +$30.3K ﹤0.01% 1029
2021
Q4
$9K Buy
+17
New +$9K ﹤0.01% 1466