Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.3K Sell
886
-154
-15% -$10.6K ﹤0.01% 1276
2025
Q1
$47K Buy
1,040
+106
+11% +$4.79K ﹤0.01% 1397
2024
Q4
$56.9K Buy
934
+154
+20% +$9.38K ﹤0.01% 1238
2024
Q3
$23.6K Buy
780
+125
+19% +$3.78K ﹤0.01% 1880
2024
Q2
$24.4K Buy
+655
New +$24.4K ﹤0.01% 1569
2024
Q1
Sell
-108
Closed -$2K 2164
2023
Q4
$2K Buy
+108
New +$2K ﹤0.01% 2085
2023
Q2
Sell
-62
Closed -$1K 1997
2023
Q1
$1K Buy
62
+41
+195% +$661 ﹤0.01% 2087
2022
Q4
$0 Buy
21
+6
+40% ﹤0.01% 2200
2022
Q3
$0 Buy
+15
New ﹤0.01% 2063