Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.61K Buy
92
+45
+96% +$2.26K ﹤0.01% 1219
2025
Q1
$2.22K Buy
+47
New +$2.22K ﹤0.01% 1275
2024
Q4
Sell
-140
Closed -$7.77K 1370
2024
Q3
$7.77K Sell
140
-48
-26% -$2.66K ﹤0.01% 1074
2024
Q2
$11.1K Sell
188
-4
-2% -$236 ﹤0.01% 983
2024
Q1
$13.2K Buy
192
+6
+3% +$412 ﹤0.01% 909
2023
Q4
$15.1K Sell
186
-13
-7% -$1.05K ﹤0.01% 901
2023
Q3
$12.8K Sell
199
-3
-1% -$194 ﹤0.01% 889
2023
Q2
$17.1K Buy
202
+48
+31% +$4.06K ﹤0.01% 883
2023
Q1
$17.1K Buy
154
+11
+8% +$1.22K ﹤0.01% 870
2022
Q4
$17.1K Hold
143
﹤0.01% 860
2022
Q3
$14K Sell
143
-1
-0.7% -$98 ﹤0.01% 862
2022
Q2
$11K Buy
144
+37
+35% +$2.83K ﹤0.01% 908
2022
Q1
$13K Buy
107
+49
+84% +$5.95K ﹤0.01% 877
2021
Q4
$13K Buy
+58
New +$13K ﹤0.01% 866