Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13K Buy
+1,300
New +$13K ﹤0.01% 1800
2025
Q1
Sell
-4,577
Closed -$57K 3662
2024
Q4
$57K Sell
4,577
-5,010
-52% -$62.4K ﹤0.01% 1360
2024
Q3
$102K Buy
9,587
+5,072
+112% +$54K ﹤0.01% 1095
2024
Q2
$38K Buy
+4,515
New +$38K ﹤0.01% 1450
2024
Q1
Hold
0
3676
2023
Q4
Sell
-2,353
Closed -$27K 3718
2023
Q3
$27K Buy
2,353
+214
+10% +$2.46K ﹤0.01% 1400
2023
Q2
$24K Buy
2,139
+212
+11% +$2.38K ﹤0.01% 1478
2023
Q1
$19K Buy
1,927
+1,780
+1,211% +$17.6K ﹤0.01% 1556
2022
Q4
$1K Buy
+147
New +$1K ﹤0.01% 2309