Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.9K Sell
17,528
-1,273
-7% -$7.18K ﹤0.01% 573
2025
Q1
$86.3K Sell
18,801
-341
-2% -$1.57K ﹤0.01% 444
2024
Q4
$118K Sell
19,142
-49
-0.3% -$303 ﹤0.01% 421
2024
Q3
$131K Buy
+19,191
New +$131K ﹤0.01% 407
2024
Q2
Sell
-19,191
Closed -$95.6K 198
2024
Q1
$95.6K Buy
19,191
+8,395
+78% +$41.8K ﹤0.01% 394
2023
Q4
$75K Hold
10,796
0.12% 85
2023
Q3
$63.7K Hold
10,796
﹤0.01% 369
2023
Q2
$89.3K Hold
10,796
﹤0.01% 355
2023
Q1
$66.8K Sell
10,796
-8,395
-44% -$52K ﹤0.01% 342
2022
Q4
$129K Sell
19,191
-4,197
-18% -$28.2K ﹤0.01% 346
2022
Q3
$193K Hold
23,388
0.01% 328
2022
Q2
$213K Buy
+23,388
New +$213K 0.01% 306