Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.6K Hold
28,760
﹤0.01% 3296
2025
Q1
$23.7K Hold
28,760
﹤0.01% 3366
2024
Q4
$24.4K Sell
28,760
-2,775
-9% -$2.36K ﹤0.01% 3342
2024
Q3
$39.1K Hold
31,535
﹤0.01% 3215
2024
Q2
$52.7K Hold
31,535
﹤0.01% 3049
2024
Q1
$58.7K Buy
31,535
+17,937
+132% +$33.4K ﹤0.01% 3007
2023
Q4
$25.8K Buy
+13,598
New +$25.8K ﹤0.01% 2986
2023
Q1
Sell
-12,459
Closed -$52K 2834
2022
Q4
$52K Buy
+12,459
New +$52K ﹤0.01% 2608