Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.4K Buy
1,008
+223
+28% +$8.95K ﹤0.01% 1165
2025
Q1
$18.2K Sell
785
-17
-2% -$394 ﹤0.01% 1285
2024
Q4
$33.5K Buy
+802
New +$33.5K ﹤0.01% 1172
2023
Q4
Sell
-157
Closed -$3.18K 1756
2023
Q3
$3.18K Hold
157
﹤0.01% 1436
2023
Q2
$2.81K Hold
157
﹤0.01% 1491
2023
Q1
$1.3K Hold
157
﹤0.01% 1568
2022
Q4
$743 Hold
157
﹤0.01% 1585
2022
Q3
$1.13K Hold
157
﹤0.01% 1568
2022
Q2
$887 Hold
157
﹤0.01% 1630
2022
Q1
$2.56K Buy
+157
New +$2.56K ﹤0.01% 1563