Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.2K Buy
264
+23
+10% +$2.11K ﹤0.01% 1325
2025
Q1
$21.2K Sell
241
-56
-19% -$4.93K ﹤0.01% 1310
2024
Q4
$27.5K Hold
297
﹤0.01% 1144
2024
Q3
$27.5K Buy
297
+125
+73% +$11.6K ﹤0.01% 1092
2024
Q2
$12.9K Sell
172
-306
-64% -$22.9K ﹤0.01% 1215
2024
Q1
$41.2K Hold
478
﹤0.01% 869
2023
Q4
$33.1K Buy
+478
New +$33.1K ﹤0.01% 919
2023
Q3
Sell
-476
Closed -$26.5K 1701
2023
Q2
$26.5K Hold
476
﹤0.01% 1010
2023
Q1
$24.2K Buy
476
+197
+71% +$10K ﹤0.01% 1037
2022
Q4
$11K Sell
279
-4
-1% -$158 ﹤0.01% 1268
2022
Q3
$9K Sell
283
-29
-9% -$922 ﹤0.01% 1336
2022
Q2
$11K Sell
312
-295
-49% -$10.4K ﹤0.01% 1357
2022
Q1
$24K Sell
607
-49
-7% -$1.94K ﹤0.01% 1185
2021
Q4
$35K Buy
+656
New +$35K ﹤0.01% 1096