Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
14
+7
+100% +$52.2K ﹤0.01% 1516
2025
Q1
$50.2K Hold
7
﹤0.01% 1539
2024
Q4
$58.8K Sell
7
-1
-13% -$8.41K ﹤0.01% 1494
2024
Q3
$78.5K Hold
8
﹤0.01% 1188
2024
Q2
$67.4K Hold
8
﹤0.01% 1230
2024
Q1
$64.8K Hold
8
﹤0.01% 1193
2023
Q4
$56K Buy
8
+4
+100% +$28K ﹤0.01% 1157
2023
Q3
$23.9K Hold
4
﹤0.01% 1417
2023
Q2
$25.4K Hold
4
﹤0.01% 1393
2023
Q1
$22.3K Hold
4
﹤0.01% 1392
2022
Q4
$18.5K Buy
4
+3
+300% +$13.8K ﹤0.01% 1401
2022
Q3
$4K Buy
+1
New +$4K ﹤0.01% 1952
2022
Q1
Sell
-2
Closed -$12K 2292
2021
Q4
$12K Hold
2
﹤0.01% 1327
2021
Q3
$10K Buy
+2
New +$10K ﹤0.01% 1340