Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
1,246
+233
+23% +$21.7K 0.01% 223
2025
Q1
$73.8K Buy
1,013
+575
+131% +$41.9K 0.01% 262
2024
Q4
$26.4K Sell
438
-556
-56% -$33.5K ﹤0.01% 376
2024
Q3
$74.7K Sell
994
-40
-4% -$3.01K 0.01% 261
2024
Q2
$75.2K Buy
1,034
+180
+21% +$13.1K 0.01% 256
2024
Q1
$65.8K Buy
854
+766
+870% +$59K 0.01% 271
2023
Q4
$5.42K Buy
+88
New +$5.42K ﹤0.01% 594
2023
Q2
Sell
-7
Closed -$222 699
2023
Q1
$222 Buy
+7
New +$222 ﹤0.01% 688
2020
Q1
Sell
-500
Closed -$15K 374
2019
Q4
$15K Buy
+500
New +$15K ﹤0.01% 222