Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.6K Buy
79
+7
+10% +$3.15K ﹤0.01% 1226
2025
Q1
$33.1K Buy
72
+10
+16% +$4.59K ﹤0.01% 1205
2024
Q4
$26K Buy
62
+18
+41% +$7.56K ﹤0.01% 1157
2024
Q3
$18.9K Buy
44
+17
+63% +$7.31K ﹤0.01% 1251
2024
Q2
$13.9K Buy
27
+23
+575% +$11.9K ﹤0.01% 1183
2024
Q1
$1.99K Hold
4
﹤0.01% 1540
2023
Q4
$1.65K Hold
4
﹤0.01% 1505
2023
Q3
$1.52K Sell
4
-97
-96% -$36.7K ﹤0.01% 1555
2023
Q2
$34K Buy
+101
New +$34K ﹤0.01% 942
2023
Q1
Sell
-30
Closed -$10K 1724
2022
Q4
$10K Sell
30
-96
-76% -$32K ﹤0.01% 1301
2022
Q3
$39K Sell
126
-55
-30% -$17K ﹤0.01% 928
2022
Q2
$71K Sell
181
-68
-27% -$26.7K ﹤0.01% 817
2022
Q1
$102K Buy
249
+107
+75% +$43.8K ﹤0.01% 779
2021
Q4
$80K Buy
+142
New +$80K ﹤0.01% 852