Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2K Buy
1,126
+632
+128% +$7.39K ﹤0.01% 2223
2025
Q1
$4.69K Buy
+494
New +$4.69K ﹤0.01% 2614
2024
Q4
Sell
-622
Closed -$10.2K 3321
2024
Q3
$10.2K Buy
622
+11
+2% +$180 ﹤0.01% 2315
2024
Q2
$10K Buy
611
+50
+9% +$819 ﹤0.01% 2260
2024
Q1
$13.9K Hold
561
﹤0.01% 2176
2023
Q4
$13K Sell
561
-247
-31% -$5.72K ﹤0.01% 2133
2023
Q3
$25.8K Buy
808
+164
+25% +$5.23K ﹤0.01% 1722
2023
Q2
$20K Buy
644
+57
+10% +$1.77K ﹤0.01% 1886
2023
Q1
$17.2K Hold
587
﹤0.01% 1946
2022
Q4
$14.4K Buy
+587
New +$14.4K ﹤0.01% 1957