Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31K Buy
138
+7
+5% +$1.57K 0.01% 255
2025
Q1
$36K Hold
131
0.01% 224
2024
Q4
$36K Buy
131
+106
+424% +$29.1K 0.01% 223
2024
Q3
$6K Buy
25
+4
+19% +$960 ﹤0.01% 482
2024
Q2
$6K Sell
21
-2
-9% -$571 ﹤0.01% 429
2024
Q1
$7K Buy
23
+7
+44% +$2.13K ﹤0.01% 378
2023
Q4
$4K Sell
16
-9
-36% -$2.25K ﹤0.01% 425
2023
Q3
$6K Buy
25
+9
+56% +$2.16K ﹤0.01% 329
2023
Q2
$3K Buy
+16
New +$3K ﹤0.01% 418
2021
Q3
Sell
-30
Closed -$9K 394
2021
Q2
$9K Hold
30
﹤0.01% 230
2021
Q1
$9K Hold
30
﹤0.01% 225
2020
Q4
$8K Hold
30
﹤0.01% 245
2020
Q3
$8K Hold
30
﹤0.01% 203
2020
Q2
$4K Hold
30
﹤0.01% 209
2020
Q1
$4K Buy
+30
New +$4K ﹤0.01% 222