Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30K Buy
1,370
+163
+14% +$3.57K ﹤0.01% 1262
2025
Q1
$23.6K Hold
1,207
﹤0.01% 1283
2024
Q4
$18.9K Buy
1,207
+37
+3% +$580 ﹤0.01% 1280
2024
Q3
$21.2K Buy
1,170
+63
+6% +$1.14K ﹤0.01% 1201
2024
Q2
$19K Sell
1,107
-275
-20% -$4.71K ﹤0.01% 1084
2024
Q1
$22.8K Sell
1,382
-569
-29% -$9.38K ﹤0.01% 1028
2023
Q4
$29.3K Sell
1,951
-130
-6% -$1.95K ﹤0.01% 949
2023
Q3
$27.4K Hold
2,081
﹤0.01% 988
2023
Q2
$28K Buy
2,081
+24
+1% +$323 ﹤0.01% 998
2023
Q1
$24.4K Buy
2,057
+1,515
+280% +$18K ﹤0.01% 1031
2022
Q4
$7K Hold
542
﹤0.01% 1378
2022
Q3
$5K Buy
542
+173
+47% +$1.6K ﹤0.01% 1465
2022
Q2
$4K Sell
369
-2,341
-86% -$25.4K ﹤0.01% 1619
2022
Q1
$28K Hold
2,710
﹤0.01% 1129
2021
Q4
$38K Buy
+2,710
New +$38K ﹤0.01% 1068