Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39K Buy
+290
New +$39K ﹤0.01% 1202
2025
Q1
Sell
-444
Closed -$39.6K 2149
2024
Q4
$39.6K Buy
444
+111
+33% +$9.9K ﹤0.01% 1002
2024
Q3
$31.1K Buy
333
+23
+7% +$2.15K ﹤0.01% 1036
2024
Q2
$29.6K Sell
310
-172
-36% -$16.4K ﹤0.01% 951
2024
Q1
$49.9K Buy
+482
New +$49.9K ﹤0.01% 835
2022
Q3
Sell
-19
Closed -$2K 1902
2022
Q2
$2K Hold
19
﹤0.01% 1755
2022
Q1
$2K Sell
19
-16
-46% -$1.68K ﹤0.01% 1837
2021
Q4
$4K Buy
+35
New +$4K ﹤0.01% 1691