Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Sell
98
-11
-10% -$2.02K ﹤0.01% 711
2025
Q1
$19.1K Buy
109
+26
+31% +$4.57K ﹤0.01% 686
2024
Q4
$15.6K Buy
83
+53
+177% +$9.94K ﹤0.01% 718
2024
Q3
$5.75K Sell
30
-3
-9% -$575 ﹤0.01% 833
2024
Q2
$5.96K Buy
33
+3
+10% +$541 ﹤0.01% 810
2024
Q1
$5.32K Hold
30
﹤0.01% 826
2023
Q4
$4.61K Buy
+30
New +$4.61K ﹤0.01% 828
2023
Q3
Sell
-35
Closed -$5.17K 423
2023
Q2
$5.17K Sell
35
-5
-13% -$738 ﹤0.01% 801
2023
Q1
$6.08K Buy
40
+10
+33% +$1.52K ﹤0.01% 752
2022
Q4
$4.06K Hold
30
﹤0.01% 757
2022
Q3
$3K Sell
30
-95
-76% -$9.5K ﹤0.01% 772
2022
Q2
$15K Sell
125
-65
-34% -$7.8K ﹤0.01% 586
2022
Q1
$30K Hold
190
0.01% 493
2021
Q4
$35K Buy
+190
New +$35K 0.01% 423
2021
Q3
Sell
-115
Closed -$17K 498
2021
Q2
$17K Buy
115
+55
+92% +$8.13K ﹤0.01% 560
2021
Q1
$8K Buy
+60
New +$8K ﹤0.01% 547