Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.8K Sell
384
-23
-6% -$2.15K 0.01% 452
2025
Q1
$29.7K Buy
407
+339
+499% +$24.7K 0.01% 488
2024
Q4
$4.1K Buy
+68
New +$4.1K ﹤0.01% 725
2024
Q2
Sell
-11
Closed -$847 661
2024
Q1
$847 Hold
11
﹤0.01% 658
2023
Q4
$677 Buy
+11
New +$677 ﹤0.01% 728
2021
Q4
Sell
-22
Closed -$1K 656
2021
Q3
$1K Hold
22
﹤0.01% 602
2021
Q2
$1K Sell
22
-900
-98% -$40.9K ﹤0.01% 608
2021
Q1
$50K Buy
922
+118
+15% +$6.4K 0.03% 280
2020
Q4
$41K Hold
804
0.03% 286
2020
Q3
$29K Buy
804
+554
+222% +$20K 0.03% 211
2020
Q2
$7K Buy
250
+150
+150% +$4.2K 0.01% 434
2020
Q1
$2K Buy
+100
New +$2K ﹤0.01% 468