Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.8K Buy
590
+56
+10% +$3.59K ﹤0.01% 1208
2025
Q1
$35.1K Buy
534
+234
+78% +$15.4K ﹤0.01% 1185
2024
Q4
$19.4K Sell
300
-783
-72% -$50.7K ﹤0.01% 1269
2024
Q3
$69.5K Buy
1,083
+783
+261% +$50.3K ﹤0.01% 784
2024
Q2
$18.7K Sell
300
-600
-67% -$37.4K ﹤0.01% 1088
2024
Q1
$53.7K Hold
900
﹤0.01% 819
2023
Q4
$55K Hold
900
﹤0.01% 809
2023
Q3
$47.5K Hold
900
﹤0.01% 843
2023
Q2
$52.2K Hold
900
﹤0.01% 836
2023
Q1
$57.9K Hold
900
﹤0.01% 807
2022
Q4
$58K Hold
900
﹤0.01% 809
2022
Q3
$45K Hold
900
﹤0.01% 895
2022
Q2
$53K Sell
900
-3
-0.3% -$177 ﹤0.01% 903
2022
Q1
$61K Sell
903
-13
-1% -$878 ﹤0.01% 905
2021
Q4
$60K Buy
+916
New +$60K ﹤0.01% 935