Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54K Buy
538
+458
+573% +$46K ﹤0.01% 940
2025
Q1
$8K Hold
80
﹤0.01% 1033
2024
Q4
$6K Hold
80
﹤0.01% 873
2024
Q3
$6K Sell
80
-75
-48% -$5.63K ﹤0.01% 855
2024
Q2
$15K Buy
155
+96
+163% +$9.29K ﹤0.01% 755
2024
Q1
$6K Hold
59
﹤0.01% 906
2023
Q4
$5K Sell
59
-25
-30% -$2.12K ﹤0.01% 915
2023
Q3
$7K Hold
84
﹤0.01% 853
2023
Q2
$6K Hold
84
﹤0.01% 861
2023
Q1
$7K Buy
84
+25
+42% +$2.08K ﹤0.01% 848
2022
Q4
$4K Hold
59
﹤0.01% 900
2022
Q3
$3K Hold
59
﹤0.01% 926
2022
Q2
$5K Hold
59
﹤0.01% 848
2022
Q1
$9K Buy
+59
New +$9K ﹤0.01% 808