Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.7K Buy
2,100
+1,400
+200% +$58.5K 0.02% 283
2025
Q1
$29.5K Buy
700
+200
+40% +$8.44K ﹤0.01% 294
2024
Q4
$24.3K Buy
+500
New +$24.3K 0.01% 239
2024
Q3
Sell
-1,000
Closed -$58K 558
2024
Q2
$58K Buy
+1,000
New +$58K 0.01% 173
2024
Q1
Sell
-600
Closed -$38K 465
2023
Q4
$38K Buy
+600
New +$38K ﹤0.01% 244
2023
Q3
Sell
-164
Closed -$17K 567
2023
Q2
$17K Sell
164
-83
-34% -$8.6K ﹤0.01% 544
2023
Q1
$30K Sell
247
-2,275
-90% -$276K ﹤0.01% 410
2022
Q4
$315K Buy
2,522
+2,521
+252,100% +$315K 0.01% 203
2022
Q3
$0 Sell
1
-260
-100% ﹤0.01% 782
2022
Q2
$28K Sell
261
-391
-60% -$41.9K ﹤0.01% 510
2022
Q1
$86K Buy
+652
New +$86K 0.01% 351
2014
Q4
Sell
-3,098
Closed -$154K 506
2014
Q3
$154K Buy
+3,098
New +$154K 0.04% 231