Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.7K Sell
740
-95
-11% -$2.14K ﹤0.01% 1438
2025
Q1
$17.4K Sell
835
-50
-6% -$1.04K ﹤0.01% 1368
2024
Q4
$18.8K Buy
885
+145
+20% +$3.08K ﹤0.01% 1281
2024
Q3
$17.2K Hold
740
﹤0.01% 1292
2024
Q2
$16.5K Sell
740
-320
-30% -$7.12K ﹤0.01% 1139
2024
Q1
$23.4K Hold
1,060
﹤0.01% 1024
2023
Q4
$19.8K Sell
1,060
-110
-9% -$2.06K ﹤0.01% 1061
2023
Q3
$22K Hold
1,170
﹤0.01% 1053
2023
Q2
$21.3K Hold
1,170
﹤0.01% 1079
2023
Q1
$19.2K Buy
1,170
+755
+182% +$12.4K ﹤0.01% 1098
2022
Q4
$7K Sell
415
-900
-68% -$15.2K ﹤0.01% 1379
2022
Q3
$19K Sell
1,315
-230
-15% -$3.32K ﹤0.01% 1126
2022
Q2
$26K Sell
1,545
-215
-12% -$3.62K ﹤0.01% 1081
2022
Q1
$35K Hold
1,760
﹤0.01% 1060
2021
Q4
$36K Buy
+1,760
New +$36K ﹤0.01% 1089