Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.3K Sell
690
-50
-7% -$5.68K ﹤0.01% 928
2025
Q1
$69.6K Buy
740
+510
+222% +$48K ﹤0.01% 910
2024
Q4
$21.9K Sell
230
-11
-5% -$1.05K ﹤0.01% 1220
2024
Q3
$24.2K Buy
241
+221
+1,105% +$22.1K ﹤0.01% 1139
2024
Q2
$2.16K Sell
20
-13
-39% -$1.41K ﹤0.01% 1751
2024
Q1
$4.12K Buy
33
+17
+106% +$2.12K ﹤0.01% 1404
2023
Q4
$1.74K Hold
16
﹤0.01% 1502
2023
Q3
$1.53K Hold
16
﹤0.01% 1554
2023
Q2
$1.39K Sell
16
-167
-91% -$14.5K ﹤0.01% 1548
2023
Q1
$15.2K Buy
183
+40
+28% +$3.33K ﹤0.01% 1168
2022
Q4
$12K Hold
143
﹤0.01% 1249
2022
Q3
$10K Sell
143
-12
-8% -$839 ﹤0.01% 1319
2022
Q2
$12K Sell
155
-10,897
-99% -$844K ﹤0.01% 1336
2022
Q1
$1.11M Buy
11,052
+91
+0.8% +$9.16K 0.01% 371
2021
Q4
$1.24M Buy
+10,961
New +$1.24M 0.02% 367