Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.7K Sell
5,950
-6,150
-51% -$22.4K ﹤0.01% 1988
2025
Q1
$32.2K Buy
12,100
+6,150
+103% +$16.4K ﹤0.01% 2122
2024
Q4
$24.1K Buy
5,950
+4,000
+205% +$16.2K ﹤0.01% 1635
2024
Q3
$8.07K Hold
1,950
﹤0.01% 1914
2024
Q2
$4.78K Buy
1,950
+1,500
+333% +$3.68K ﹤0.01% 1733
2024
Q1
$1.13K Hold
450
﹤0.01% 1994
2023
Q4
$1.61K Buy
450
+250
+125% +$895 ﹤0.01% 1955
2023
Q3
$676 Hold
200
﹤0.01% 2073
2023
Q2
$800 Sell
200
-1,350
-87% -$5.4K ﹤0.01% 2038
2023
Q1
$12.1K Hold
1,550
﹤0.01% 1498
2022
Q4
$6.93K Hold
1,550
﹤0.01% 1632
2022
Q3
$12K Sell
1,550
-3,950
-72% -$30.6K ﹤0.01% 1462
2022
Q2
$30K Sell
5,500
-25
-0.5% -$136 ﹤0.01% 1492
2022
Q1
$71K Buy
+5,525
New +$71K ﹤0.01% 1220