Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.6K Buy
1,036
+114
+12% +$3.26K ﹤0.01% 1268
2025
Q1
$30.4K Sell
922
-485
-34% -$16K ﹤0.01% 1226
2024
Q4
$40.5K Hold
1,407
﹤0.01% 994
2024
Q3
$39.4K Buy
1,407
+230
+20% +$6.44K ﹤0.01% 942
2024
Q2
$28.4K Buy
1,177
+109
+10% +$2.63K ﹤0.01% 960
2024
Q1
$28.9K Buy
1,068
+68
+7% +$1.84K ﹤0.01% 965
2023
Q4
$27.7K Hold
1,000
﹤0.01% 968
2023
Q3
$28K Hold
1,000
﹤0.01% 982
2023
Q2
$31.3K Hold
1,000
﹤0.01% 970
2023
Q1
$28.2K Hold
1,000
﹤0.01% 988
2022
Q4
$26K Sell
1,000
-1,000
-50% -$26K ﹤0.01% 1014
2022
Q3
$45K Hold
2,000
﹤0.01% 896
2022
Q2
$60K Hold
2,000
﹤0.01% 860
2022
Q1
$53K Hold
2,000
﹤0.01% 955
2021
Q4
$47K Buy
+2,000
New +$47K ﹤0.01% 1014