Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.3K Sell
25,843
-2,405
-9% -$5.8K ﹤0.01% 1811
2025
Q1
$69.5K Buy
28,248
+2,058
+8% +$5.06K ﹤0.01% 1388
2024
Q4
$47.1K Buy
26,190
+2,826
+12% +$5.09K ﹤0.01% 1597
2024
Q3
$57K Sell
23,364
-1,494
-6% -$3.65K ﹤0.01% 1353
2024
Q2
$52.5K Buy
24,858
+13,680
+122% +$28.9K ﹤0.01% 1368
2024
Q1
$27.7K Buy
11,178
+2,352
+27% +$5.83K ﹤0.01% 1585
2023
Q4
$24.7K Buy
8,826
+1,929
+28% +$5.4K ﹤0.01% 1528
2023
Q3
$17.8K Buy
6,897
+6,221
+920% +$16.1K ﹤0.01% 1602
2023
Q2
$2.15K Hold
676
﹤0.01% 2454
2023
Q1
$1.91K Buy
676
+436
+182% +$1.23K ﹤0.01% 2422
2022
Q4
$653 Sell
240
-247
-51% -$672 ﹤0.01% 2563
2022
Q3
$1K Buy
487
+247
+103% +$507 ﹤0.01% 2284
2022
Q2
$1K Buy
+240
New +$1K ﹤0.01% 2063
2018
Q4
Sell
-654
Closed -$3K 851
2018
Q3
$3K Hold
654
﹤0.01% 716
2018
Q2
$3K Buy
+654
New +$3K ﹤0.01% 705
2016
Q4
Sell
-1,810
Closed -$11K 666
2016
Q3
$11K Hold
1,810
﹤0.01% 397
2016
Q2
$11K Buy
+1,810
New +$11K ﹤0.01% 373