Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Buy
189
+148
+361% +$14.1K ﹤0.01% 1663
2025
Q1
$3.62K Buy
+41
New +$3.62K ﹤0.01% 1793
2024
Q4
Sell
-177
Closed -$19.3K 2145
2024
Q3
$19.3K Hold
177
﹤0.01% 1426
2024
Q2
$20.2K Buy
177
+97
+121% +$11.1K ﹤0.01% 1375
2024
Q1
$10.5K Sell
80
-320
-80% -$42.1K ﹤0.01% 1049
2023
Q4
$56.5K Sell
400
-400
-50% -$56.5K ﹤0.01% 707
2023
Q3
$107K Buy
800
+400
+100% +$53.7K ﹤0.01% 708
2023
Q2
$57.4K Buy
400
+320
+400% +$45.9K ﹤0.01% 707
2023
Q1
$11.2K Buy
+80
New +$11.2K ﹤0.01% 935
2022
Q1
Sell
-3
Closed -$1K 1423
2021
Q4
$1K Hold
3
﹤0.01% 1187
2021
Q3
$0 Sell
3
-19
-86% ﹤0.01% 1339
2021
Q2
$4K Buy
22
+11
+100% +$2K ﹤0.01% 921
2021
Q1
$2K Buy
+11
New +$2K ﹤0.01% 970