Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.06K Buy
136
+23
+20% +$855 ﹤0.01% 1816
2025
Q1
$4.42K Sell
113
-6
-5% -$235 ﹤0.01% 1795
2024
Q4
$5.19K Hold
119
﹤0.01% 1693
2024
Q3
$5.11K Buy
119
+68
+133% +$2.92K ﹤0.01% 1721
2024
Q2
$1.9K Buy
51
+31
+155% +$1.16K ﹤0.01% 1796
2024
Q1
$752 Buy
+20
New +$752 ﹤0.01% 1868
2023
Q3
Sell
-388
Closed -$11.1K 1726
2023
Q2
$11.1K Sell
388
-509
-57% -$14.6K ﹤0.01% 1280
2023
Q1
$26.1K Sell
897
-131
-13% -$3.81K ﹤0.01% 1010
2022
Q4
$23K Sell
1,028
-4
-0.4% -$89 ﹤0.01% 1070
2022
Q3
$23K Buy
1,032
+21
+2% +$468 ﹤0.01% 1065
2022
Q2
$24K Buy
1,011
+63
+7% +$1.5K ﹤0.01% 1111
2022
Q1
$25K Sell
948
-166
-15% -$4.38K ﹤0.01% 1173
2021
Q4
$40K Buy
+1,114
New +$40K ﹤0.01% 1054