Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34K Buy
815
+524
+180% +$21.9K ﹤0.01% 987
2025
Q1
$12.3K Buy
291
+192
+194% +$8.1K ﹤0.01% 1232
2024
Q4
$4.81K Hold
99
﹤0.01% 1430
2024
Q3
$6.53K Sell
99
-52
-34% -$3.43K ﹤0.01% 1309
2024
Q2
$8.69K Hold
151
﹤0.01% 1190
2024
Q1
$9.62K Hold
151
﹤0.01% 1156
2023
Q4
$9.52K Hold
151
﹤0.01% 1106
2023
Q3
$10.1K Buy
151
+58
+62% +$3.88K ﹤0.01% 1030
2023
Q2
$9.7K Hold
93
﹤0.01% 1020
2023
Q1
$11.4K Buy
93
+52
+127% +$6.35K ﹤0.01% 931
2022
Q4
$5.12K Hold
41
﹤0.01% 1034
2022
Q3
$4K Hold
41
﹤0.01% 1071
2022
Q2
$4K Sell
41
-25
-38% -$2.44K ﹤0.01% 1038
2022
Q1
$9K Buy
+66
New +$9K ﹤0.01% 923
2017
Q2
Sell
-1,088
Closed -$66K 783
2017
Q1
$66K Hold
1,088
0.05% 208
2016
Q4
$53K Buy
+1,088
New +$53K 0.04% 223