Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.9K Hold
2,765
0.01% 247
2025
Q1
$26.9K Buy
2,765
+300
+12% +$2.92K 0.01% 240
2024
Q4
$21.9K Sell
2,465
-200
-8% -$1.78K 0.01% 272
2024
Q3
$31.1K Buy
2,665
+300
+13% +$3.5K 0.01% 253
2024
Q2
$27.4K Buy
+2,365
New +$27.4K 0.01% 271
2024
Q1
Sell
-2,325
Closed -$34.2K 559
2023
Q4
$34.2K Hold
2,325
0.02% 243
2023
Q3
$29.7K Hold
2,325
0.02% 234
2023
Q2
$31.2K Buy
2,325
+475
+26% +$6.37K 0.02% 206
2023
Q1
$27.8K Buy
1,850
+300
+19% +$4.51K 0.02% 223
2022
Q4
$26.2K Buy
1,550
+550
+55% +$9.29K 0.02% 205
2022
Q3
$12K Buy
1,000
+700
+233% +$8.4K 0.01% 279
2022
Q2
$5K Hold
300
﹤0.01% 376
2022
Q1
$6K Hold
300
﹤0.01% 362
2021
Q4
$4K Hold
300
﹤0.01% 386
2021
Q3
$4K Hold
300
﹤0.01% 387
2021
Q2
$7K Buy
+300
New +$7K 0.01% 326