Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1K Buy
7
+3
+75% +$473 ﹤0.01% 511
2025
Q1
$705 Sell
4
-2
-33% -$353 ﹤0.01% 528
2024
Q4
$1.18K Buy
6
+3
+100% +$590 ﹤0.01% 444
2024
Q3
$711 Hold
3
﹤0.01% 510
2024
Q2
$634 Sell
3
-1
-25% -$211 ﹤0.01% 493
2024
Q1
$1.01K Buy
+4
New +$1.01K ﹤0.01% 401
2023
Q1
Sell
-1,958
Closed -$401K 453
2022
Q4
$401K Sell
1,958
-1,039
-35% -$213K 0.15% 162
2022
Q3
$543K Sell
2,997
-11
-0.4% -$1.99K 0.22% 136
2022
Q2
$652K Hold
3,008
0.25% 132
2022
Q1
$696K Sell
3,008
-19
-0.6% -$4.4K 0.22% 147
2021
Q4
$855K Buy
3,027
+492
+19% +$139K 0.27% 139
2021
Q3
$607K Buy
+2,535
New +$607K 0.22% 157