Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83.8K Buy
5,318
+5,001
+1,578% +$78.8K ﹤0.01% 1016
2025
Q1
$3.76K Sell
317
-88
-22% -$1.05K ﹤0.01% 1871
2024
Q4
$5.23K Sell
405
-19
-4% -$245 ﹤0.01% 1728
2024
Q3
$5.41K Buy
424
+243
+134% +$3.1K ﹤0.01% 1686
2024
Q2
$2.55K Buy
+181
New +$2.55K ﹤0.01% 1880
2021
Q4
Sell
-250
Closed -$13K 1172
2021
Q3
$13K Sell
250
-250
-50% -$13K ﹤0.01% 609
2021
Q2
$30K Buy
+500
New +$30K ﹤0.01% 534
2020
Q4
$37K Sell
750
-250
-25% -$12.3K 0.01% 442
2020
Q3
$28K Hold
1,000
﹤0.01% 442
2020
Q2
$33K Sell
1,000
-1,000
-50% -$33K 0.01% 420
2020
Q1
$54K Sell
2,000
-408
-17% -$11K 0.01% 320
2019
Q4
$104K Buy
2,408
+11
+0.5% +$475 0.03% 241
2019
Q3
$98K Buy
+2,397
New +$98K 0.03% 246