Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
1,831
+1,671
+1,044% +$205K 0.01% 285
2025
Q1
$14.6K Sell
160
-16
-9% -$1.46K ﹤0.01% 527
2024
Q4
$20.3K Buy
176
+16
+10% +$1.84K ﹤0.01% 522
2024
Q3
$19K Hold
160
﹤0.01% 483
2024
Q2
$22.1K Sell
160
-100
-38% -$13.8K ﹤0.01% 460
2024
Q1
$29.7K Hold
260
﹤0.01% 437
2023
Q4
$19.9K Hold
260
﹤0.01% 488
2023
Q3
$17.9K Hold
260
﹤0.01% 475
2023
Q2
$14.1K Buy
+260
New +$14.1K ﹤0.01% 506
2021
Q3
Sell
-4,193
Closed -$212K 240
2021
Q2
$212K Buy
+4,193
New +$212K 0.01% 230