Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.2K Buy
624
+34
+6% +$885 ﹤0.01% 1572
2025
Q1
$15K Buy
590
+140
+31% +$3.56K ﹤0.01% 1465
2024
Q4
$9.53K Hold
450
﹤0.01% 1499
2024
Q3
$8.71K Buy
450
+360
+400% +$6.96K ﹤0.01% 1524
2024
Q2
$1.54K Sell
90
-6,880
-99% -$118K ﹤0.01% 1630
2024
Q1
$120K Buy
6,970
+6,830
+4,879% +$117K 0.01% 506
2023
Q4
$2.67K Hold
140
﹤0.01% 1314
2023
Q3
$2.32K Sell
140
-7,035
-98% -$117K ﹤0.01% 1332
2023
Q2
$129K Sell
7,175
-415
-5% -$7.47K 0.01% 390
2023
Q1
$138K Sell
7,590
-2,425
-24% -$44K 0.02% 377
2022
Q4
$153K Buy
10,015
+9,925
+11,028% +$151K 0.02% 335
2022
Q3
$1K Hold
90
﹤0.01% 1245
2022
Q2
$1K Sell
90
-175
-66% -$1.94K ﹤0.01% 1144
2022
Q1
$5K Sell
265
-15,335
-98% -$289K ﹤0.01% 799
2021
Q4
$394K Buy
+15,600
New +$394K 0.06% 134