Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.5K Sell
2,775
-479
-15% -$4.4K ﹤0.01% 644
2025
Q1
$31.6K Buy
3,254
+2,280
+234% +$22.1K ﹤0.01% 596
2024
Q4
$9.17K Sell
974
-267
-22% -$2.51K ﹤0.01% 799
2024
Q3
$14.1K Buy
1,241
+363
+41% +$4.11K ﹤0.01% 709
2024
Q2
$8.59K Buy
878
+98
+13% +$958 ﹤0.01% 761
2024
Q1
$7.42K Hold
780
﹤0.01% 792
2023
Q4
$7.52K Buy
+780
New +$7.52K ﹤0.01% 758
2023
Q3
Sell
-105
Closed -$1.05K 257
2023
Q2
$1.05K Buy
105
+80
+320% +$798 ﹤0.01% 938
2023
Q1
$285 Sell
25
-75
-75% -$855 ﹤0.01% 965
2022
Q4
$1.19K Sell
100
-810
-89% -$9.65K ﹤0.01% 858
2022
Q3
$10K Hold
910
﹤0.01% 619
2022
Q2
$11K Hold
910
﹤0.01% 622
2022
Q1
$10K Buy
910
+25
+3% +$275 ﹤0.01% 672
2021
Q4
$11K Buy
+885
New +$11K ﹤0.01% 619
2021
Q3
Sell
-1,405
Closed -$16K 380
2021
Q2
$16K Buy
1,405
+20
+1% +$228 ﹤0.01% 568
2021
Q1
$16K Buy
+1,385
New +$16K 0.01% 446