Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.8K Sell
569
-97
-15% -$12.1K ﹤0.01% 973
2025
Q1
$84.7K Buy
666
+332
+99% +$42.2K ﹤0.01% 836
2024
Q4
$48.1K Buy
334
+110
+49% +$15.8K ﹤0.01% 930
2024
Q3
$33.3K Buy
224
+130
+138% +$19.3K ﹤0.01% 1012
2024
Q2
$11.9K Sell
94
-16
-15% -$2.02K ﹤0.01% 1231
2024
Q1
$20.2K Buy
110
+13
+13% +$2.39K ﹤0.01% 1078
2023
Q4
$17.4K Sell
97
-75
-44% -$13.5K ﹤0.01% 1105
2023
Q3
$27.4K Sell
172
-22
-11% -$3.5K ﹤0.01% 991
2023
Q2
$27.4K Sell
194
-5
-3% -$707 ﹤0.01% 1003
2023
Q1
$33.5K Hold
199
﹤0.01% 944
2022
Q4
$34K Buy
199
+5
+3% +$854 ﹤0.01% 952
2022
Q3
$36K Sell
194
-22
-10% -$4.08K ﹤0.01% 950
2022
Q2
$35K Sell
216
-6
-3% -$972 ﹤0.01% 1006
2022
Q1
$42K Hold
222
﹤0.01% 1014
2021
Q4
$59K Buy
+222
New +$59K ﹤0.01% 948