Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86K Sell
3,932
-615
-14% -$13.5K ﹤0.01% 824
2025
Q1
$89.1K Hold
4,547
﹤0.01% 719
2024
Q4
$71.3K Sell
4,547
-458
-9% -$7.18K ﹤0.01% 806
2024
Q3
$90.9K Buy
+5,005
New +$90.9K ﹤0.01% 707
2023
Q4
Sell
-977
Closed -$12.9K 1220
2023
Q3
$12.9K Buy
+977
New +$12.9K ﹤0.01% 907
2023
Q2
Sell
-2,530
Closed -$30K 1267
2023
Q1
$30K Buy
2,530
+1,490
+143% +$17.7K ﹤0.01% 822
2022
Q4
$12.7K Sell
1,040
-675
-39% -$8.22K ﹤0.01% 973
2022
Q3
$15K Buy
1,715
+1,129
+193% +$9.88K ﹤0.01% 1053
2022
Q2
$6K Buy
586
+334
+133% +$3.42K ﹤0.01% 1114
2022
Q1
$3K Hold
252
﹤0.01% 1163
2021
Q4
$4 Hold
252
﹤0.01% 1020
2021
Q3
$4 Hold
252
﹤0.01% 1015
2021
Q2
$3 Buy
+252
New +$3 ﹤0.01% 1031
2020
Q2
Sell
-142
Closed -$1K 1079
2020
Q1
$1K Buy
+142
New +$1K ﹤0.01% 1009