Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.9K Sell
364
-14
-4% -$3.07K 0.03% 156
2025
Q1
$71.9K Buy
378
+87
+30% +$16.6K 0.03% 166
2024
Q4
$63.8K Sell
291
-452
-61% -$99.2K 0.02% 168
2024
Q3
$138K Buy
743
+355
+91% +$66.1K 0.04% 142
2024
Q2
$75K Buy
388
+30
+8% +$5.8K 0.03% 164
2024
Q1
$64.6K Buy
+358
New +$64.6K 0.02% 168
2020
Q3
Sell
-1,000
Closed -$138K 229
2020
Q2
$138K Hold
1,000
0.14% 92
2020
Q1
$97K Hold
1,000
0.11% 104
2019
Q4
$92K Buy
+1,000
New +$92K 0.08% 141