Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.5K Sell
59
-370
-86% -$66.1K ﹤0.01% 694
2025
Q1
$68.8K Buy
429
+199
+87% +$31.9K ﹤0.01% 239
2024
Q4
$40K Buy
230
+119
+107% +$20.7K ﹤0.01% 317
2024
Q3
$25.1K Sell
111
-347
-76% -$78.5K ﹤0.01% 326
2024
Q2
$103K Sell
458
-57
-11% -$12.8K ﹤0.01% 187
2024
Q1
$132K Buy
+515
New +$132K ﹤0.01% 169
2022
Q1
Sell
-43
Closed -$8K 400
2021
Q4
$8K Hold
43
﹤0.01% 564
2021
Q3
$8K Sell
43
-2
-4% -$372 ﹤0.01% 430
2021
Q2
$8K Buy
+45
New +$8K ﹤0.01% 315