Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Buy
2,612
+140
+6% +$5.86K ﹤0.01% 793
2025
Q1
$85.3K Buy
2,472
+1,118
+83% +$38.6K ﹤0.01% 832
2024
Q4
$50.5K Buy
1,354
+581
+75% +$21.7K ﹤0.01% 910
2024
Q3
$29.9K Buy
773
+605
+360% +$23.4K ﹤0.01% 1050
2024
Q2
$5.72K Buy
168
+99
+143% +$3.37K ﹤0.01% 1395
2024
Q1
$2.24K Buy
+69
New +$2.24K ﹤0.01% 1504
2023
Q4
Sell
-76
Closed -$1.91K 1613
2023
Q3
$1.91K Hold
76
﹤0.01% 1531
2023
Q2
$2.37K Hold
76
﹤0.01% 1501
2023
Q1
$1.97K Hold
76
﹤0.01% 1522
2022
Q4
$2K Hold
76
﹤0.01% 1532
2022
Q3
$2K Hold
76
﹤0.01% 1582
2022
Q2
$2K Hold
76
﹤0.01% 1710
2022
Q1
$2K Hold
76
﹤0.01% 1794
2021
Q4
$2K Buy
+76
New +$2K ﹤0.01% 1778