Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,684
Closed -$20K 926
2025
Q1
$20K Hold
1,684
﹤0.01% 549
2024
Q4
$21.7K Buy
1,684
+1,084
+181% +$14K ﹤0.01% 545
2024
Q3
$7.65K Buy
+600
New +$7.65K ﹤0.01% 688
2024
Q2
Sell
-1,934
Closed -$37.4K 1046
2024
Q1
$37.4K Hold
1,934
﹤0.01% 421
2023
Q4
$29K Hold
1,934
﹤0.01% 451
2023
Q3
$20.4K Hold
1,934
﹤0.01% 483
2023
Q2
$18.5K Buy
1,934
+296
+18% +$2.84K ﹤0.01% 483
2023
Q1
$15.2K Buy
1,638
+277
+20% +$2.57K ﹤0.01% 512
2022
Q4
$15K Buy
1,361
+251
+23% +$2.77K ﹤0.01% 486
2022
Q3
$15K Buy
1,110
+228
+26% +$3.08K ﹤0.01% 505
2022
Q2
$12K Buy
882
+220
+33% +$2.99K ﹤0.01% 499
2022
Q1
$25K Buy
+662
New +$25K ﹤0.01% 427
2021
Q4
Sell
-346
Closed -$19K 415
2021
Q3
$19K Buy
+346
New +$19K ﹤0.01% 418