Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.1K Sell
1,600
-112
-7% -$4.35K ﹤0.01% 234
2025
Q1
$67.7K Sell
1,712
-1,600
-48% -$63.3K 0.01% 239
2024
Q4
$113K Buy
3,312
+1
+0% +$34 0.01% 199
2024
Q3
$137K Buy
3,311
+1
+0% +$41 0.01% 193
2024
Q2
$129K Buy
3,310
+1
+0% +$39 0.01% 190
2024
Q1
$143K Buy
3,309
+1
+0% +$43 0.01% 187
2023
Q4
$124K Buy
3,308
+108
+3% +$4.04K 0.01% 188
2023
Q3
$117K Hold
3,200
0.01% 179
2023
Q2
$115K Sell
3,200
-99
-3% -$3.56K 0.01% 183
2023
Q1
$118K Buy
3,299
+99
+3% +$3.56K 0.01% 185
2022
Q4
$115K Sell
3,200
-3,718
-54% -$133K 0.01% 184
2022
Q3
$206K Hold
6,918
0.02% 169
2022
Q2
$379K Sell
6,918
-388
-5% -$21.3K 0.03% 140
2022
Q1
$398K Sell
7,306
-60
-0.8% -$3.27K 0.03% 193
2021
Q4
$406K Buy
+7,366
New +$406K 0.03% 190