Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06K Buy
1,200
+200
+20% +$344 ﹤0.01% 6467
2025
Q1
$1.61K Sell
1,000
-200
-17% -$322 ﹤0.01% 6541
2024
Q4
$2.06K Sell
1,200
-50
-4% -$86 ﹤0.01% 6443
2024
Q3
$2.61K Hold
1,250
﹤0.01% 6343
2024
Q2
$2.31K Sell
1,250
-1,200
-49% -$2.22K ﹤0.01% 6383
2024
Q1
$4.04K Sell
2,450
-1,100
-31% -$1.82K ﹤0.01% 6069
2023
Q4
$8.2K Buy
3,550
+200
+6% +$462 ﹤0.01% 5878
2023
Q3
$9.48K Hold
3,350
﹤0.01% 5898
2023
Q2
$14.4K Hold
3,350
﹤0.01% 5740
2023
Q1
$17.4K Hold
3,350
﹤0.01% 5629
2022
Q4
$18K Sell
3,350
-120
-3% -$645 ﹤0.01% 5624
2022
Q3
$18K Hold
3,470
﹤0.01% 5644
2022
Q2
$24K Buy
3,470
+3,300
+1,941% +$22.8K ﹤0.01% 5477
2022
Q1
$2K Sell
170
-4,400
-96% -$51.8K ﹤0.01% 6744
2021
Q4
$42K Sell
4,570
-200
-4% -$1.84K ﹤0.01% 5251
2021
Q3
$51K Buy
4,770
+200
+4% +$2.14K ﹤0.01% 5080
2021
Q2
$72K Buy
+4,570
New +$72K ﹤0.01% 4758