Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.4K Buy
7,455
+85
+1% +$973 0.01% 341
2025
Q1
$99.7K Buy
7,370
+510
+7% +$6.9K 0.01% 315
2024
Q4
$116K Hold
6,860
0.01% 296
2024
Q3
$139K Buy
6,860
+2,851
+71% +$57.9K 0.02% 288
2024
Q2
$90.5K Buy
4,009
+9
+0.2% +$203 0.01% 319
2024
Q1
$105K Buy
4,000
+2,042
+104% +$53.6K 0.01% 302
2023
Q4
$61.8K Buy
+1,958
New +$61.8K 0.01% 336
2022
Q2
Sell
-31,773
Closed -$1M 188
2022
Q1
$1M Buy
+31,773
New +$1M 0.16% 116