Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.9K Sell
1,033
-490
-32% -$10.9K 0.01% 412
2025
Q1
$35K Buy
1,523
+10
+0.7% +$230 0.01% 363
2024
Q4
$35.1K Sell
1,513
-244
-14% -$5.66K 0.01% 364
2024
Q3
$61.1K Buy
1,757
+157
+10% +$5.46K 0.02% 298
2024
Q2
$51.8K Buy
1,600
+600
+60% +$19.4K 0.02% 306
2024
Q1
$34K Hold
1,000
0.01% 326
2023
Q4
$39.4K Hold
1,000
0.01% 308
2023
Q3
$38.2K Hold
1,000
0.02% 286
2023
Q2
$45.6K Hold
1,000
0.02% 278
2023
Q1
$44.8K Hold
1,000
0.02% 276
2022
Q4
$44K Sell
1,000
-800
-44% -$35.2K 0.02% 269
2022
Q3
$75.5K Hold
1,800
0.04% 220
2022
Q2
$88.5K Hold
1,800
0.05% 208
2022
Q1
$99.8K Hold
1,800
0.05% 210
2021
Q4
$93.7K Buy
+1,800
New +$93.7K 0.05% 213