Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.6K Buy
964
+266
+38% +$19.8K ﹤0.01% 969
2025
Q1
$56.1K Buy
698
+440
+171% +$35.3K ﹤0.01% 1004
2024
Q4
$20.2K Buy
258
+127
+97% +$9.92K ﹤0.01% 1250
2024
Q3
$10K Buy
131
+80
+157% +$6.12K ﹤0.01% 1486
2024
Q2
$4.04K Buy
51
+34
+200% +$2.69K ﹤0.01% 1505
2024
Q1
$1.42K Buy
+17
New +$1.42K ﹤0.01% 1644
2023
Q4
Sell
-60
Closed -$4.76K 1641
2023
Q3
$4.76K Hold
60
﹤0.01% 1429
2023
Q2
$5.02K Hold
60
﹤0.01% 1412
2023
Q1
$5.13K Sell
60
-8
-12% -$683 ﹤0.01% 1407
2022
Q4
$5K Sell
68
-24
-26% -$1.77K ﹤0.01% 1424
2022
Q3
$6K Hold
92
﹤0.01% 1422
2022
Q2
$7K Hold
92
﹤0.01% 1488
2022
Q1
$7K Hold
92
﹤0.01% 1570
2021
Q4
$9K Buy
+92
New +$9K ﹤0.01% 1470