Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.7K Sell
621
-12
-2% -$1.71K ﹤0.01% 1095
2025
Q1
$79.7K Buy
633
+62
+11% +$7.81K ﹤0.01% 1100
2024
Q4
$80.1K Sell
571
-988
-63% -$139K ﹤0.01% 1028
2024
Q3
$222K Buy
1,559
+752
+93% +$107K ﹤0.01% 807
2024
Q2
$135K Buy
807
+572
+243% +$95.5K ﹤0.01% 847
2024
Q1
$39.2K Buy
235
+25
+12% +$4.17K ﹤0.01% 997
2023
Q4
$32K Buy
210
+144
+218% +$21.9K ﹤0.01% 1115
2023
Q3
$9K Hold
66
﹤0.01% 1447
2023
Q2
$9K Buy
66
+34
+106% +$4.64K ﹤0.01% 1347
2023
Q1
$4K Buy
+32
New +$4K ﹤0.01% 1860
2022
Q3
Sell
-1
Closed 2276
2022
Q2
$0 Buy
+1
New ﹤0.01% 1989