Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45K Sell
349
-264
-43% -$34K ﹤0.01% 1145
2025
Q1
$78.4K Buy
613
+498
+433% +$63.7K ﹤0.01% 871
2024
Q4
$17.6K Buy
115
+3
+3% +$458 ﹤0.01% 1305
2024
Q3
$20K Buy
112
+87
+348% +$15.6K ﹤0.01% 1235
2024
Q2
$4.08K Buy
25
+14
+127% +$2.28K ﹤0.01% 1498
2024
Q1
$1.92K Buy
+11
New +$1.92K ﹤0.01% 1552
2023
Q4
Sell
-91
Closed -$13.1K 1700
2023
Q3
$13.1K Hold
91
﹤0.01% 1202
2023
Q2
$16.8K Hold
91
﹤0.01% 1129
2023
Q1
$14.5K Hold
91
﹤0.01% 1184
2022
Q4
$12K Hold
91
﹤0.01% 1246
2022
Q3
$11K Hold
91
﹤0.01% 1284
2022
Q2
$11K Hold
91
﹤0.01% 1370
2022
Q1
$13K Sell
91
-228
-71% -$32.6K ﹤0.01% 1410
2021
Q4
$56K Buy
+319
New +$56K ﹤0.01% 964