Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$543 Sell
13
-8
-38% -$334 ﹤0.01% 1213
2025
Q1
$886 Buy
21
+11
+110% +$464 ﹤0.01% 1136
2024
Q4
$486 Sell
10
-470
-98% -$22.8K ﹤0.01% 1243
2024
Q3
$31.7K Sell
480
-80
-14% -$5.28K 0.01% 584
2024
Q2
$32.2K Buy
560
+55
+11% +$3.17K 0.01% 570
2024
Q1
$32.2K Buy
505
+15
+3% +$956 0.01% 561
2023
Q4
$30.9K Buy
+490
New +$30.9K 0.01% 553
2023
Q3
Sell
-20
Closed -$2.09K 495
2023
Q2
$2.09K Hold
20
﹤0.01% 883
2023
Q1
$2.44K Hold
20
﹤0.01% 848
2022
Q4
$2.5K Sell
20
-5
-20% -$624 ﹤0.01% 808
2022
Q3
$3K Hold
25
﹤0.01% 776
2022
Q2
$3K Hold
25
﹤0.01% 794
2022
Q1
$3K Hold
25
﹤0.01% 827
2021
Q4
$3K Buy
+25
New +$3K ﹤0.01% 798
2021
Q3
Sell
-100
Closed -$11K 540
2021
Q2
$11K Buy
100
+45
+82% +$4.95K ﹤0.01% 628
2021
Q1
$6K Buy
+55
New +$6K ﹤0.01% 592