Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.8K Buy
2,854
+730
+34% +$16.1K ﹤0.01% 1033
2025
Q1
$49.5K Buy
2,124
+1,079
+103% +$25.1K ﹤0.01% 1055
2024
Q4
$30K Buy
1,045
+359
+52% +$10.3K ﹤0.01% 1112
2024
Q3
$20.4K Buy
686
+566
+472% +$16.8K ﹤0.01% 1226
2024
Q2
$4.05K Buy
120
+58
+94% +$1.96K ﹤0.01% 1501
2024
Q1
$2.24K Buy
+62
New +$2.24K ﹤0.01% 1505
2022
Q3
Sell
-133
Closed -$4K 1841
2022
Q2
$4K Sell
133
-59
-31% -$1.77K ﹤0.01% 1617
2022
Q1
$6K Hold
192
﹤0.01% 1622
2021
Q4
$7K Buy
+192
New +$7K ﹤0.01% 1540