Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.8K Sell
2,447
-2,836
-54% -$14.9K ﹤0.01% 2234
2025
Q1
$35.5K Buy
5,283
+3,568
+208% +$24K ﹤0.01% 1749
2024
Q4
$10.8K Buy
1,715
+327
+24% +$2.06K ﹤0.01% 2323
2024
Q3
$8.22K Buy
+1,388
New +$8.22K ﹤0.01% 2401
2023
Q4
Sell
-49
Closed -$115 3130
2023
Q3
$115 Hold
49
﹤0.01% 3129
2023
Q2
$144 Buy
+49
New +$144 ﹤0.01% 3150
2022
Q3
Sell
-1,000
Closed -$2K 3096
2022
Q2
$2K Hold
1,000
﹤0.01% 2701
2022
Q1
$6K Hold
1,000
﹤0.01% 2373
2021
Q4
$11K Hold
1,000
﹤0.01% 2061
2021
Q3
$10K Buy
+1,000
New +$10K ﹤0.01% 2050