Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.5K Buy
1,041
+64
+7% +$2.37K ﹤0.01% 1205
2025
Q1
$41.6K Buy
977
+500
+105% +$21.3K ﹤0.01% 1128
2024
Q4
$17.5K Sell
477
-283
-37% -$10.4K ﹤0.01% 1306
2024
Q3
$30.3K Sell
760
-43
-5% -$1.72K ﹤0.01% 1044
2024
Q2
$33.4K Buy
803
+85
+12% +$3.54K ﹤0.01% 921
2024
Q1
$38.3K Buy
718
+6
+0.8% +$320 ﹤0.01% 881
2023
Q4
$34K Hold
712
﹤0.01% 914
2023
Q3
$35.3K Buy
712
+16
+2% +$792 ﹤0.01% 916
2023
Q2
$40.6K Hold
696
﹤0.01% 892
2023
Q1
$39.5K Sell
696
-17
-2% -$965 ﹤0.01% 905
2022
Q4
$38K Hold
713
﹤0.01% 924
2022
Q3
$34K Hold
713
﹤0.01% 961
2022
Q2
$35K Sell
713
-110
-13% -$5.4K ﹤0.01% 1003
2022
Q1
$38K Hold
823
﹤0.01% 1035
2021
Q4
$50K Buy
+823
New +$50K ﹤0.01% 998