Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.6K Sell
146
-100
-41% -$10K 0.01% 340
2025
Q1
$25.9K Buy
246
+154
+167% +$16.2K 0.02% 256
2024
Q4
$7.25K Buy
92
+9
+11% +$709 ﹤0.01% 480
2024
Q3
$6.17K Hold
83
﹤0.01% 531
2024
Q2
$7.77K Hold
83
0.01% 362
2024
Q1
$8.68K Sell
83
-102
-55% -$10.7K 0.01% 314
2023
Q4
$16.7K Hold
185
0.02% 223
2023
Q3
$15.1K Buy
185
+158
+585% +$12.9K 0.01% 300
2023
Q2
$1.87K Hold
27
﹤0.01% 555
2023
Q1
$2.33K Hold
27
﹤0.01% 502
2022
Q4
$1.85K Buy
27
+5
+23% +$342 ﹤0.01% 511
2022
Q3
$1K Hold
22
﹤0.01% 775
2022
Q2
$2K Hold
22
﹤0.01% 734
2022
Q1
$3K Hold
22
﹤0.01% 699
2021
Q4
$5K Hold
22
﹤0.01% 636
2021
Q3
$5K Hold
22
﹤0.01% 623
2021
Q2
$5K Buy
+22
New +$5K ﹤0.01% 625