Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.4K Buy
2,255
+409
+22% +$17.7K ﹤0.01% 845
2025
Q1
$78.7K Buy
1,846
+1,227
+198% +$52.3K ﹤0.01% 869
2024
Q4
$25.3K Buy
619
+23
+4% +$940 ﹤0.01% 1167
2024
Q3
$28.9K Buy
596
+420
+239% +$20.4K ﹤0.01% 1067
2024
Q2
$7.5K Buy
176
+69
+64% +$2.94K ﹤0.01% 1325
2024
Q1
$4.57K Buy
+107
New +$4.57K ﹤0.01% 1390
2022
Q4
Sell
-417
Closed -$17K 1792
2022
Q3
$17K Sell
417
-103
-20% -$4.2K ﹤0.01% 1154
2022
Q2
$22K Sell
520
-11,258
-96% -$476K ﹤0.01% 1141
2022
Q1
$529K Sell
11,778
-69
-0.6% -$3.1K 0.01% 465
2021
Q4
$569K Buy
+11,847
New +$569K 0.01% 461