Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Sell
17
-8
-32% -$2.36K ﹤0.01% 704
2025
Q1
$6.66K Buy
25
+17
+213% +$4.53K ﹤0.01% 639
2024
Q4
$2.01K Hold
8
﹤0.01% 746
2024
Q3
$1.76K Buy
+8
New +$1.76K ﹤0.01% 745
2024
Q1
Sell
-357
Closed -$63.9K 707
2023
Q4
$63.9K Buy
357
+78
+28% +$14K 0.02% 327
2023
Q3
$45K Buy
279
+74
+36% +$11.9K 0.02% 336
2023
Q2
$30K Buy
205
+31
+18% +$4.53K 0.01% 373
2023
Q1
$25.4K Buy
174
+122
+235% +$17.8K 0.01% 368
2022
Q4
$7.46K Sell
52
-65
-56% -$9.33K ﹤0.01% 469
2022
Q3
$17K Buy
117
+113
+2,825% +$16.4K 0.01% 371
2022
Q2
$1K Hold
4
﹤0.01% 601
2022
Q1
$1K Hold
4
﹤0.01% 630
2021
Q4
$1K Buy
+4
New +$1K ﹤0.01% 585