Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9K Buy
+43
New +$9K ﹤0.01% 227
2024
Q4
Sell
-73
Closed -$19K 335
2024
Q3
$19K Hold
73
﹤0.01% 316
2024
Q2
$17K Sell
73
-7
-9% -$1.63K ﹤0.01% 323
2024
Q1
$22K Sell
80
-15
-16% -$4.13K ﹤0.01% 373
2023
Q4
$25K Buy
95
+91
+2,275% +$23.9K ﹤0.01% 367
2023
Q3
$1K Buy
+4
New +$1K ﹤0.01% 368
2023
Q2
Sell
-278
Closed -$62K 385
2023
Q1
$62K Sell
278
-157
-36% -$35K ﹤0.01% 335
2022
Q4
$103K Buy
435
+121
+39% +$28.7K 0.01% 296
2022
Q3
$67K Hold
314
﹤0.01% 330
2022
Q2
$64K Buy
+314
New +$64K ﹤0.01% 352