Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.3K Sell
3,004
-187
-6% -$2.57K ﹤0.01% 532
2025
Q1
$39.7K Buy
3,191
+441
+16% +$5.49K ﹤0.01% 565
2024
Q4
$36.6K Hold
2,750
﹤0.01% 383
2024
Q3
$30.9K Hold
2,750
﹤0.01% 404
2024
Q2
$36.9K Hold
2,750
﹤0.01% 393
2024
Q1
$30.1K Hold
2,750
﹤0.01% 420
2023
Q4
$64.5K Hold
2,750
0.01% 329
2023
Q3
$66.8K Hold
2,750
0.01% 321
2023
Q2
$45.8K Buy
+2,750
New +$45.8K ﹤0.01% 356
2023
Q1
Sell
-2,000
Closed -$36.9K 692
2022
Q4
$36.9K Buy
+2,000
New +$36.9K ﹤0.01% 416
2022
Q3
Sell
-2,000
Closed -$51K 724
2022
Q2
$51K Buy
+2,000
New +$51K ﹤0.01% 399