Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.6K Sell
8,749
-60
-0.7% -$539 ﹤0.01% 1345
2025
Q1
$62.3K Buy
8,809
+201
+2% +$1.42K ﹤0.01% 1447
2024
Q4
$112K Hold
8,608
﹤0.01% 1173
2024
Q3
$46.1K Hold
8,608
﹤0.01% 1613
2024
Q2
$47.8K Buy
8,608
+250
+3% +$1.39K ﹤0.01% 1537
2024
Q1
$67.5K Buy
8,358
+1,200
+17% +$9.7K ﹤0.01% 1396
2023
Q4
$32.1K Buy
+7,158
New +$32.1K ﹤0.01% 1687
2022
Q2
Sell
-2,250
Closed -$27K 3303
2022
Q1
$27K Buy
2,250
+1,250
+125% +$15K ﹤0.01% 1691
2021
Q4
$11K Buy
+1,000
New +$11K ﹤0.01% 2092