Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Buy
386
+2
+0.5% +$608 0.01% 1224
2025
Q1
$103K Buy
384
+40
+12% +$10.7K 0.01% 1186
2024
Q4
$84.7K Sell
344
-390
-53% -$96K 0.01% 1247
2024
Q3
$168K Buy
734
+340
+86% +$77.9K 0.02% 818
2024
Q2
$79.5K Sell
394
-6
-2% -$1.21K 0.01% 1170
2024
Q1
$78K Buy
+400
New +$78K 0.01% 1150
2022
Q2
Sell
-100
Closed -$11K 2104
2022
Q1
$11K Sell
100
-6
-6% -$660 0.01% 1596
2021
Q4
$15K Buy
106
+15
+16% +$2.12K 0.01% 1595
2021
Q3
$12K Sell
91
-66
-42% -$8.7K 0.01% 1009
2021
Q2
$22K Buy
157
+70
+80% +$9.81K 0.01% 908
2021
Q1
$11K Buy
+87
New +$11K 0.02% 381