Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.4K Buy
10
+5
+100% +$37.7K ﹤0.01% 1356
2025
Q1
$36.2K Hold
5
﹤0.01% 1399
2024
Q4
$40.9K Buy
5
+3
+150% +$24.5K ﹤0.01% 1275
2024
Q3
$19.6K Hold
2
﹤0.01% 1500
2024
Q2
$17.2K Hold
2
﹤0.01% 1575
2024
Q1
$14.9K Sell
2
-3
-60% -$22.3K ﹤0.01% 1503
2023
Q4
$35K Hold
5
﹤0.01% 1032
2023
Q3
$29.8K Sell
5
-1
-17% -$5.96K ﹤0.01% 983
2023
Q2
$38.1K Hold
6
﹤0.01% 939
2023
Q1
$33.4K Hold
6
﹤0.01% 922
2022
Q4
$27.7K Buy
6
+2
+50% +$9.23K ﹤0.01% 968
2022
Q3
$16K Buy
4
+3
+300% +$12K ﹤0.01% 982
2022
Q2
$4K Sell
1
-2
-67% -$8K ﹤0.01% 1332
2022
Q1
$13K Buy
3
+2
+200% +$8.67K ﹤0.01% 879
2021
Q4
$6K Buy
+1
New +$6K ﹤0.01% 1192