Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.3K Buy
470
+250
+114% +$39.5K 0.06% 74
2025
Q1
$23.8K Hold
220
0.02% 97
2024
Q4
$29.5K Sell
220
-500
-69% -$67.1K 0.03% 95
2024
Q3
$87.4K Buy
720
+648
+900% +$78.7K 0.07% 52
2024
Q2
$78.9K Sell
72
-648
-90% -$710K 0.07% 46
2024
Q1
$57K Hold
720
0.05% 61
2023
Q4
$33.7K Hold
720
0.03% 75
2023
Q3
$31.3K Hold
720
0.03% 81
2023
Q2
$30.5K Hold
720
0.03% 89
2023
Q1
$16.7K Hold
720
0.02% 104
2022
Q4
$12K Hold
720
0.01% 125
2022
Q3
$9K Hold
720
0.01% 141
2022
Q2
$11K Hold
720
0.01% 135
2022
Q1
$20K Hold
720
0.02% 115
2021
Q4
$21K Buy
+720
New +$21K 0.02% 115
2021
Q2
Sell
-1,280
Closed -$17K 209
2021
Q1
$17K Buy
+1,280
New +$17K 0.02% 92