Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Sell
4,956
-366
-7% -$1.48K ﹤0.01% 2518
2025
Q1
$27.4K Buy
5,322
+366
+7% +$1.88K ﹤0.01% 1881
2024
Q4
$31K Buy
4,956
+4,870
+5,663% +$30.4K ﹤0.01% 1827
2024
Q3
$435 Hold
86
﹤0.01% 3447
2024
Q2
$310 Sell
86
-96
-53% -$346 ﹤0.01% 3488
2024
Q1
$745 Hold
182
﹤0.01% 3167
2023
Q4
$714 Hold
182
﹤0.01% 3052
2023
Q3
$645 Hold
182
﹤0.01% 2978
2023
Q2
$750 Hold
182
﹤0.01% 2811
2023
Q1
$698 Sell
182
-87
-32% -$334 ﹤0.01% 2774
2022
Q4
$923 Sell
269
-344
-56% -$1.18K ﹤0.01% 2500
2022
Q3
$2K Buy
613
+554
+939% +$1.81K ﹤0.01% 2240
2022
Q2
$0 Buy
59
+29
+97% ﹤0.01% 2847
2022
Q1
$0 Hold
30
﹤0.01% 2403
2021
Q4
$1K Hold
30
﹤0.01% 1869
2021
Q3
$1K Sell
30
-50
-63% -$1.67K ﹤0.01% 1808
2021
Q2
$4K Buy
+80
New +$4K ﹤0.01% 1281