Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Buy
2,270
+42
+2% +$2.02K ﹤0.01% 821
2025
Q1
$108K Sell
2,228
-815
-27% -$39.6K 0.01% 771
2024
Q4
$149K Buy
3,043
+169
+6% +$8.25K 0.01% 632
2024
Q3
$179K Buy
2,874
+2,460
+594% +$153K 0.01% 598
2024
Q2
$23.6K Buy
414
+402
+3,350% +$22.9K ﹤0.01% 1002
2024
Q1
$692 Hold
12
﹤0.01% 1506
2023
Q4
$820 Buy
+12
New +$820 ﹤0.01% 1498
2023
Q2
Sell
-314
Closed -$19.9K 1569
2023
Q1
$19.9K Buy
+314
New +$19.9K ﹤0.01% 739
2021
Q1
Sell
-15
Closed -$1K 825
2020
Q4
$1K Hold
15
﹤0.01% 671
2020
Q3
$1K Hold
15
﹤0.01% 633
2020
Q2
$1K Hold
15
﹤0.01% 587
2020
Q1
$0 Hold
15
﹤0.01% 540
2019
Q4
$1K Hold
15
﹤0.01% 489
2019
Q3
$1K Buy
15
+2
+15% +$133 ﹤0.01% 468
2019
Q2
$1K Hold
13
﹤0.01% 421
2019
Q1
$1K Hold
13
﹤0.01% 416
2018
Q4
$1K Buy
+13
New +$1K ﹤0.01% 391