Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.5K Buy
833
+227
+37% +$15.9K ﹤0.01% 1064
2025
Q1
$41.3K Buy
606
+250
+70% +$17K ﹤0.01% 1130
2024
Q4
$26.6K Buy
356
+158
+80% +$11.8K ﹤0.01% 1148
2024
Q3
$18.4K Buy
198
+162
+450% +$15.1K ﹤0.01% 1259
2024
Q2
$3.09K Buy
36
+19
+112% +$1.63K ﹤0.01% 1616
2024
Q1
$1.43K Buy
+17
New +$1.43K ﹤0.01% 1642
2023
Q4
Sell
-62
Closed -$4.63K 1688
2023
Q3
$4.63K Hold
62
﹤0.01% 1431
2023
Q2
$5.24K Hold
62
﹤0.01% 1408
2023
Q1
$4.88K Hold
62
﹤0.01% 1415
2022
Q4
$5K Hold
62
﹤0.01% 1435
2022
Q3
$4K Hold
62
﹤0.01% 1504
2022
Q2
$4K Sell
62
-14
-18% -$903 ﹤0.01% 1625
2022
Q1
$6K Sell
76
-6
-7% -$474 ﹤0.01% 1625
2021
Q4
$7K Buy
+82
New +$7K ﹤0.01% 1547