Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.7K Buy
1,922
+1,919
+63,967% +$86.6K ﹤0.01% 893
2025
Q1
$141 Buy
+3
New +$141 ﹤0.01% 2091
2024
Q3
Sell
-1,088
Closed -$54.1K 2165
2024
Q2
$54.1K Sell
1,088
-230
-17% -$11.4K ﹤0.01% 808
2024
Q1
$76.9K Hold
1,318
﹤0.01% 758
2023
Q4
$83K Hold
1,318
﹤0.01% 740
2023
Q3
$59.6K Hold
1,318
﹤0.01% 797
2023
Q2
$67.4K Hold
1,318
﹤0.01% 783
2023
Q1
$45.2K Hold
1,318
﹤0.01% 859
2022
Q4
$60K Buy
1,318
+270
+26% +$12.3K ﹤0.01% 803
2022
Q3
$54K Hold
1,048
﹤0.01% 847
2022
Q2
$56K Buy
+1,048
New +$56K ﹤0.01% 883