Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.6K Buy
13,307
+800
+6% +$2.92K ﹤0.01% 1197
2025
Q1
$33.3K Hold
12,507
﹤0.01% 1190
2024
Q4
$50.7K Buy
12,507
+947
+8% +$3.84K ﹤0.01% 1181
2024
Q3
$47.9K Buy
11,560
+500
+5% +$2.07K ﹤0.01% 1204
2024
Q2
$27.1K Sell
11,060
-630
-5% -$1.54K ﹤0.01% 1178
2024
Q1
$29.3K Buy
11,690
+1,138
+11% +$2.86K ﹤0.01% 1160
2023
Q4
$37.8K Buy
10,552
+500
+5% +$1.79K ﹤0.01% 1105
2023
Q3
$34K Sell
10,052
-11,800
-54% -$39.9K ﹤0.01% 1045
2023
Q2
$87.4K Buy
21,852
+2,062
+10% +$8.25K ﹤0.01% 1145
2023
Q1
$154K Buy
19,790
+3,000
+18% +$23.4K 0.01% 1099
2022
Q4
$75.1K Sell
16,790
-3,900
-19% -$17.4K ﹤0.01% 1106
2022
Q3
$163K Buy
+20,690
New +$163K 0.01% 1056
2022
Q1
Sell
-2,703
Closed -$26K 1356
2021
Q4
$26K Buy
+2,703
New +$26K ﹤0.01% 1233