Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
1,468
-47
-3% -$3.79K ﹤0.01% 769
2025
Q1
$133K Buy
1,515
+686
+83% +$60K ﹤0.01% 675
2024
Q4
$82.1K Sell
829
-56
-6% -$5.55K ﹤0.01% 751
2024
Q3
$99.6K Buy
885
+139
+19% +$15.6K ﹤0.01% 706
2024
Q2
$101K Sell
746
-86
-10% -$11.6K ﹤0.01% 681
2024
Q1
$117K Buy
832
+106
+15% +$14.9K ﹤0.01% 664
2023
Q4
$87K Buy
726
+17
+2% +$2.04K ﹤0.01% 727
2023
Q3
$66.6K Sell
709
-127
-15% -$11.9K ﹤0.01% 768
2023
Q2
$92.6K Buy
836
+41
+5% +$4.54K ﹤0.01% 714
2023
Q1
$65.2K Buy
795
+615
+342% +$50.4K ﹤0.01% 782
2022
Q4
$12K Sell
180
-4
-2% -$267 ﹤0.01% 1240
2022
Q3
$15K Hold
184
﹤0.01% 1196
2022
Q2
$17K Hold
184
﹤0.01% 1233
2022
Q1
$24K Hold
184
﹤0.01% 1186
2021
Q4
$25K Buy
+184
New +$25K ﹤0.01% 1197