Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
421
+17
+4% +$4.36K ﹤0.01% 797
2025
Q1
$108K Buy
404
+212
+110% +$56.7K ﹤0.01% 740
2024
Q4
$45.6K Buy
192
+70
+57% +$16.6K ﹤0.01% 952
2024
Q3
$23.7K Buy
122
+110
+917% +$21.4K ﹤0.01% 1149
2024
Q2
$2.16K Buy
12
+2
+20% +$360 ﹤0.01% 1753
2024
Q1
$2.23K Buy
+10
New +$2.23K ﹤0.01% 1508
2022
Q3
Sell
-31
Closed -$4K 1913
2022
Q2
$4K Sell
31
-11
-26% -$1.42K ﹤0.01% 1632
2022
Q1
$9K Hold
42
﹤0.01% 1520
2021
Q4
$12K Buy
+42
New +$12K ﹤0.01% 1408