Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.4K Buy
271
+2
+0.7% +$453 0.04% 186
2025
Q1
$44.7K Buy
269
+224
+498% +$37.2K 0.03% 198
2024
Q4
$8.89K Buy
+45
New +$8.89K 0.01% 441
2023
Q2
Sell
-100
Closed -$9.3K 839
2023
Q1
$9.3K Hold
100
0.01% 359
2022
Q4
$7.45K Sell
100
-208
-68% -$15.5K 0.01% 363
2022
Q3
$21K Sell
308
-100
-25% -$6.82K 0.02% 368
2022
Q2
$33K Sell
408
-32
-7% -$2.59K 0.02% 317
2022
Q1
$46K Buy
440
+43
+11% +$4.5K 0.03% 287
2021
Q4
$48K Sell
397
-20
-5% -$2.42K 0.03% 282
2021
Q3
$47K Buy
417
+52
+14% +$5.86K 0.03% 287
2021
Q2
$44K Hold
365
0.03% 297
2021
Q1
$43K Sell
365
-155
-30% -$18.3K 0.03% 303
2020
Q4
$57K Buy
+520
New +$57K 0.05% 245