Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.96K Sell
700
-600
-46% -$7.68K ﹤0.01% 27
2025
Q1
$13.4K Buy
1,300
+650
+100% +$6.7K ﹤0.01% 27
2024
Q4
$8.26K Sell
650
-2,000
-75% -$25.4K ﹤0.01% 30
2024
Q3
$33.9K Sell
2,650
-150
-5% -$1.92K 0.01% 24
2024
Q2
$35.5K Buy
2,800
+2,150
+331% +$27.3K 0.01% 24
2024
Q1
$14.7K Buy
+650
New +$14.7K 0.01% 30
2023
Q4
Sell
-600
Closed -$10.3K 66
2023
Q3
$10.3K Hold
600
﹤0.01% 38
2023
Q2
$9.94K Sell
600
-25
-4% -$414 ﹤0.01% 37
2023
Q1
$11K Sell
625
-425
-40% -$7.46K 0.01% 37
2022
Q4
$13.3K Buy
1,050
+475
+83% +$6.04K 0.01% 38
2022
Q3
$7K Buy
575
+275
+92% +$3.35K ﹤0.01% 42
2022
Q2
$5K Buy
300
+125
+71% +$2.08K ﹤0.01% 41
2022
Q1
$4K Buy
+175
New +$4K ﹤0.01% 34