Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.9K Buy
353
+9
+3% +$1.96K ﹤0.01% 937
2025
Q1
$55.1K Buy
344
+4
+1% +$641 ﹤0.01% 1013
2024
Q4
$59K Buy
+340
New +$59K ﹤0.01% 852
2024
Q3
Sell
-420
Closed -$81.3K 2162
2024
Q2
$81.3K Sell
420
-13
-3% -$2.52K ﹤0.01% 737
2024
Q1
$94.6K Sell
433
-90
-17% -$19.7K ﹤0.01% 711
2023
Q4
$101K Sell
523
-25
-5% -$4.83K ﹤0.01% 696
2023
Q3
$90.1K Sell
548
-2
-0.4% -$329 ﹤0.01% 711
2023
Q2
$86.5K Hold
550
﹤0.01% 727
2023
Q1
$73.6K Buy
550
+488
+787% +$65.3K ﹤0.01% 752
2022
Q4
$8K Sell
62
-24
-28% -$3.1K ﹤0.01% 1356
2022
Q3
$9K Sell
86
-5
-5% -$523 ﹤0.01% 1341
2022
Q2
$10K Sell
91
-47
-34% -$5.17K ﹤0.01% 1393
2022
Q1
$19K Hold
138
﹤0.01% 1269
2021
Q4
$25K Buy
+138
New +$25K ﹤0.01% 1200