Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.4K Buy
1,500
+4
+0.3% +$212 ﹤0.01% 1148
2025
Q1
$86.9K Buy
1,496
+31
+2% +$1.8K ﹤0.01% 1057
2024
Q4
$96.3K Buy
1,465
+194
+15% +$12.7K ﹤0.01% 956
2024
Q3
$89.2K Buy
1,271
+241
+23% +$16.9K ﹤0.01% 1280
2024
Q2
$73K Hold
1,030
﹤0.01% 1095
2024
Q1
$73K Buy
1,030
+813
+375% +$57.7K ﹤0.01% 797
2023
Q4
$10K Sell
217
-209
-49% -$9.63K ﹤0.01% 1581
2023
Q3
$22K Sell
426
-45
-10% -$2.32K ﹤0.01% 1140
2023
Q2
$19K Sell
471
-660
-58% -$26.6K ﹤0.01% 1062
2023
Q1
$36K Buy
1,131
+366
+48% +$11.7K ﹤0.01% 1164
2022
Q4
$20K Sell
765
-26
-3% -$680 ﹤0.01% 1295
2022
Q3
$22K Buy
791
+135
+21% +$3.76K ﹤0.01% 1060
2022
Q2
$21K Buy
+656
New +$21K ﹤0.01% 937