Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.4K Buy
1,350
+514
+61% +$15.4K ﹤0.01% 682
2025
Q1
$28.2K Buy
836
+162
+24% +$5.47K ﹤0.01% 744
2024
Q4
$19.9K Sell
674
-484
-42% -$14.3K ﹤0.01% 798
2024
Q3
$36.3K Buy
1,158
+10
+0.9% +$314 ﹤0.01% 659
2024
Q2
$41.4K Buy
1,148
+218
+23% +$7.87K 0.01% 582
2024
Q1
$35K Sell
930
-169
-15% -$6.37K 0.01% 593
2023
Q4
$38.9K Buy
1,099
+5
+0.5% +$177 0.01% 546
2023
Q3
$42.4K Buy
1,094
+5
+0.5% +$194 0.01% 517
2023
Q2
$38.4K Buy
1,089
+5
+0.5% +$176 0.01% 548
2023
Q1
$41.1K Buy
+1,084
New +$41.1K 0.01% 520
2022
Q4
Sell
-630
Closed -$18K 233
2022
Q3
$18K Hold
630
﹤0.01% 635
2022
Q2
$18K Hold
630
﹤0.01% 641
2022
Q1
$19K Buy
630
+455
+260% +$13.7K ﹤0.01% 598
2021
Q4
$5K Hold
175
﹤0.01% 846
2021
Q3
$5K Hold
175
﹤0.01% 826
2021
Q2
$5K Sell
175
-500
-74% -$14.3K ﹤0.01% 849
2021
Q1
$16K Buy
+675
New +$16K ﹤0.01% 586