Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.8K Sell
1,076
-1,650
-61% -$151K ﹤0.01% 1259
2025
Q1
$240K Buy
2,726
+2,193
+411% +$193K ﹤0.01% 1154
2024
Q4
$49.3K Buy
533
+47
+10% +$4.35K ﹤0.01% 1332
2024
Q3
$45.1K Buy
+486
New +$45.1K ﹤0.01% 1235
2023
Q4
Sell
-50
Closed -$2.74K 2108
2023
Q3
$2.74K Hold
50
﹤0.01% 1880
2023
Q2
$2.79K Buy
+50
New +$2.79K ﹤0.01% 1875
2020
Q2
Sell
-505
Closed -$12K 2570
2020
Q1
$12K Buy
+505
New +$12K ﹤0.01% 1715