Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.9K Sell
66
-234
-78% -$188K ﹤0.01% 498
2025
Q1
$199K Buy
300
+202
+206% +$134K 0.01% 341
2024
Q4
$67.9K Hold
98
﹤0.01% 339
2024
Q3
$81.7K Hold
98
0.01% 326
2024
Q2
$100K Buy
98
+63
+180% +$64.4K 0.01% 312
2024
Q1
$34K Buy
+35
New +$34K ﹤0.01% 409
2023
Q4
Sell
-3
Closed -$1.77K 598
2023
Q3
$1.77K Buy
+3
New +$1.77K ﹤0.01% 573
2023
Q1
Sell
-32
Closed -$17.5K 640
2022
Q4
$17.5K Hold
32
﹤0.01% 483
2022
Q3
$13K Sell
32
-3
-9% -$1.22K ﹤0.01% 498
2022
Q2
$17K Buy
+35
New +$17K ﹤0.01% 516