Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.3K Buy
944
+173
+22% +$2.8K ﹤0.01% 1464
2025
Q1
$13.2K Buy
771
+303
+65% +$5.2K ﹤0.01% 1451
2024
Q4
$9.32K Buy
468
+29
+7% +$578 ﹤0.01% 1493
2024
Q3
$8.01K Buy
439
+285
+185% +$5.2K ﹤0.01% 1563
2024
Q2
$2.38K Buy
154
+52
+51% +$803 ﹤0.01% 1712
2024
Q1
$1.76K Buy
+102
New +$1.76K ﹤0.01% 1573
2023
Q4
Sell
-119
Closed -$1.3K 1680
2023
Q3
$1.3K Hold
119
﹤0.01% 1569
2023
Q2
$1.34K Hold
119
﹤0.01% 1555
2023
Q1
$1.26K Hold
119
﹤0.01% 1568
2022
Q4
$1K Hold
119
﹤0.01% 1641
2022
Q3
$1K Hold
119
﹤0.01% 1682
2022
Q2
$1K Hold
119
﹤0.01% 1842
2022
Q1
$2K Hold
119
﹤0.01% 1836
2021
Q4
$2K Buy
+119
New +$2K ﹤0.01% 1823