Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.7K Buy
+1,328
New +$24.7K ﹤0.01% 2176
2024
Q4
$193K Buy
9,428
+4,200
+80% +$86.1K 0.01% 970
2024
Q3
$64.1K Sell
5,228
-200
-4% -$2.45K ﹤0.01% 1443
2024
Q2
$81.4K Hold
5,428
﹤0.01% 1298
2024
Q1
$59.9K Buy
5,428
+4,000
+280% +$44.2K ﹤0.01% 1329
2023
Q4
$13.7K Sell
1,428
-1
-0.1% -$10 ﹤0.01% 1933
2023
Q3
$13.5K Hold
1,429
﹤0.01% 1827
2023
Q2
$23.6K Sell
1,429
-140
-9% -$2.31K ﹤0.01% 1609
2023
Q1
$13.7K Hold
1,569
﹤0.01% 1796
2022
Q4
$6.67K Sell
1,569
-38
-2% -$161 ﹤0.01% 1923
2022
Q3
$18K Hold
1,607
﹤0.01% 1436
2022
Q2
$11K Hold
1,607
﹤0.01% 1591
2022
Q1
$18K Buy
+1,607
New +$18K ﹤0.01% 1387
2021
Q4
Sell
-740
Closed -$31K 924
2021
Q3
$31K Hold
740
﹤0.01% 1033
2021
Q2
$16K Buy
+740
New +$16K ﹤0.01% 1251