Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9K Hold
4,366
0.01% 1642
2025
Q1
$10K Sell
4,366
-1,166
-21% -$2.67K 0.01% 1497
2024
Q4
$18K Sell
5,532
-2,326
-30% -$7.57K 0.01% 1250
2024
Q3
$31K Buy
7,858
+436
+6% +$1.72K 0.02% 1048
2024
Q2
$22K Buy
7,422
+2,502
+51% +$7.42K 0.01% 1165
2024
Q1
$23K Hold
4,920
0.01% 1168
2023
Q4
$20K Hold
4,920
0.01% 1200
2023
Q3
$9K Buy
4,920
+66
+1% +$121 0.01% 1490
2023
Q2
$12K Buy
+4,854
New +$12K 0.01% 1360
2022
Q4
Sell
-1,813
Closed -$3K 2428
2022
Q3
$3K Sell
1,813
-9
-0.5% -$15 ﹤0.01% 1629
2022
Q2
$5K Hold
1,822
﹤0.01% 1403
2022
Q1
$5K Buy
+1,822
New +$5K ﹤0.01% 1487