Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.8K Sell
1,271
-506
-28% -$30.2K ﹤0.01% 946
2025
Q1
$105K Buy
1,777
+289
+19% +$17.1K ﹤0.01% 748
2024
Q4
$92K Buy
1,488
+634
+74% +$39.2K ﹤0.01% 717
2024
Q3
$51.2K Buy
854
+117
+16% +$7.01K ﹤0.01% 868
2024
Q2
$37.6K Buy
737
+208
+39% +$10.6K ﹤0.01% 891
2024
Q1
$29.1K Hold
529
﹤0.01% 964
2023
Q4
$29.5K Sell
529
-119
-18% -$6.64K ﹤0.01% 947
2023
Q3
$26.9K Hold
648
﹤0.01% 995
2023
Q2
$27.4K Sell
648
-300
-32% -$12.7K ﹤0.01% 1002
2023
Q1
$41.2K Hold
948
﹤0.01% 890
2022
Q4
$63K Hold
948
﹤0.01% 791
2022
Q3
$67K Hold
948
﹤0.01% 807
2022
Q2
$70K Hold
948
﹤0.01% 823
2022
Q1
$86K Hold
948
﹤0.01% 804
2021
Q4
$82K Buy
+948
New +$82K ﹤0.01% 850