Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32K Buy
2,330
+1
+0% +$14 ﹤0.01% 535
2025
Q1
$29K Buy
2,329
+42
+2% +$523 ﹤0.01% 503
2024
Q4
$30.4K Sell
2,287
-370
-14% -$4.92K ﹤0.01% 491
2024
Q3
$29.8K Hold
2,657
﹤0.01% 487
2024
Q2
$35.7K Buy
2,657
+1,027
+63% +$13.8K ﹤0.01% 456
2024
Q1
$17.8K Hold
1,630
﹤0.01% 537
2023
Q4
$38.2K Sell
1,630
-315
-16% -$7.39K ﹤0.01% 416
2023
Q3
$47.2K Buy
1,945
+1,175
+153% +$28.5K ﹤0.01% 358
2023
Q2
$12.8K Buy
770
+34
+5% +$566 ﹤0.01% 540
2023
Q1
$11.4K Buy
736
+10
+1% +$155 ﹤0.01% 562
2022
Q4
$13.4K Buy
726
+24
+3% +$442 ﹤0.01% 491
2022
Q3
$23K Buy
702
+685
+4,029% +$22.4K ﹤0.01% 409
2022
Q2
$0 Buy
+17
New ﹤0.01% 978