Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.3K Sell
6
-3
-33% -$22.2K ﹤0.01% 1153
2025
Q1
$65.2K Sell
9
-1
-10% -$7.24K ﹤0.01% 941
2024
Q4
$81.8K Hold
10
﹤0.01% 752
2024
Q3
$98.1K Sell
10
-1
-9% -$9.81K ﹤0.01% 707
2024
Q2
$83.5K Buy
11
+4
+57% +$30.4K ﹤0.01% 730
2024
Q1
$56.7K Hold
7
﹤0.01% 807
2023
Q4
$49K Hold
7
﹤0.01% 834
2023
Q3
$41.7K Sell
7
-9
-56% -$53.7K ﹤0.01% 877
2023
Q2
$102K Hold
16
﹤0.01% 698
2023
Q1
$89.2K Buy
16
+8
+100% +$44.6K ﹤0.01% 723
2022
Q4
$37K Buy
8
+5
+167% +$23.1K ﹤0.01% 931
2022
Q3
$12K Hold
3
﹤0.01% 1258
2022
Q2
$12K Hold
3
﹤0.01% 1335
2022
Q1
$13K Hold
3
﹤0.01% 1411
2021
Q4
$18K Buy
+3
New +$18K ﹤0.01% 1307