Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.8K Buy
800
+20
+3% +$1.75K 0.03% 200
2025
Q1
$53.3K Buy
780
+14
+2% +$956 0.02% 217
2024
Q4
$59.6K Sell
766
-27
-3% -$2.1K 0.03% 200
2024
Q3
$53.2K Sell
793
-44
-5% -$2.95K 0.03% 227
2024
Q2
$94.9K Hold
837
0.05% 153
2024
Q1
$116K Buy
837
+201
+32% +$27.9K 0.06% 134
2023
Q4
$78.9K Sell
636
-24
-4% -$2.98K 0.06% 122
2023
Q3
$61.6K Buy
660
+528
+400% +$49.3K 0.05% 124
2023
Q2
$17K Sell
132
-60
-31% -$7.71K 0.01% 258
2023
Q1
$22.3K Hold
192
0.02% 238
2022
Q4
$21.7K Hold
192
0.02% 238
2022
Q3
$15K Hold
192
0.01% 281
2022
Q2
$14K Hold
192
0.01% 279
2022
Q1
$25K Hold
192
0.02% 218
2021
Q4
$25.8K Buy
+192
New +$25.8K 0.02% 216