Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.5K Sell
234
-32
-12% -$10.1K ﹤0.01% 956
2025
Q1
$69.9K Buy
266
+37
+16% +$9.72K ﹤0.01% 907
2024
Q4
$59.8K Buy
229
+27
+13% +$7.05K ﹤0.01% 848
2024
Q3
$47K Buy
202
+21
+12% +$4.89K ﹤0.01% 893
2024
Q2
$36.5K Buy
181
+81
+81% +$16.3K ﹤0.01% 898
2024
Q1
$17.1K Hold
100
﹤0.01% 1137
2023
Q4
$21.7K Buy
+100
New +$21.7K ﹤0.01% 1036
2023
Q3
Sell
-4
Closed -$1.15K 1732
2023
Q2
$1.15K Hold
4
﹤0.01% 1576
2023
Q1
$1.28K Hold
4
﹤0.01% 1567
2022
Q4
$1K Buy
+4
New +$1K ﹤0.01% 1656
2022
Q3
Sell
-6
Closed -$1K 1916
2022
Q2
$1K Hold
6
﹤0.01% 1854
2022
Q1
$2K Hold
6
﹤0.01% 1840
2021
Q4
$2K Buy
+6
New +$2K ﹤0.01% 1832