Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.2K Sell
485
-78
-14% -$3.41K ﹤0.01% 1357
2025
Q1
$25.8K Buy
563
+4
+0.7% +$183 ﹤0.01% 1266
2024
Q4
$32.6K Sell
559
-26
-4% -$1.52K ﹤0.01% 1081
2024
Q3
$34.9K Buy
585
+137
+31% +$8.18K ﹤0.01% 991
2024
Q2
$23.6K Buy
448
+43
+11% +$2.27K ﹤0.01% 1009
2024
Q1
$20.3K Hold
405
﹤0.01% 1075
2023
Q4
$18.4K Hold
405
﹤0.01% 1087
2023
Q3
$20.3K Hold
405
﹤0.01% 1076
2023
Q2
$17.1K Hold
405
﹤0.01% 1123
2023
Q1
$16.7K Hold
405
﹤0.01% 1132
2022
Q4
$20K Sell
405
-401
-50% -$19.8K ﹤0.01% 1115
2022
Q3
$31K Hold
806
﹤0.01% 985
2022
Q2
$32K Hold
806
﹤0.01% 1026
2022
Q1
$46K Hold
806
﹤0.01% 994
2021
Q4
$31K Buy
+806
New +$31K ﹤0.01% 1139