Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.5K Buy
879
+52
+6% +$4.06K ﹤0.01% 1107
2025
Q1
$61K Buy
827
+69
+9% +$5.09K ﹤0.01% 1092
2024
Q4
$61.9K Sell
758
-141
-16% -$11.5K ﹤0.01% 1098
2024
Q3
$62.7K Buy
899
+490
+120% +$34.2K ﹤0.01% 1101
2024
Q2
$24.2K Sell
409
-384
-48% -$22.7K ﹤0.01% 846
2024
Q1
$51.8K Buy
+793
New +$51.8K ﹤0.01% 1090
2022
Q4
$99.4K Buy
+1,467
New +$99.4K 0.01% 734
2022
Q3
Sell
-2,298
Closed -$248K 2163
2022
Q2
$248K Buy
2,298
+90
+4% +$9.71K 0.02% 467
2022
Q1
$259K Buy
2,208
+1,287
+140% +$151K 0.02% 441
2021
Q4
$169K Buy
+921
New +$169K 0.01% 573