Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.5K Buy
619
+240
+63% +$16.5K ﹤0.01% 1170
2025
Q1
$24.5K Buy
379
+97
+34% +$6.27K ﹤0.01% 1277
2024
Q4
$29.8K Buy
282
+124
+78% +$13.1K ﹤0.01% 1116
2024
Q3
$15.9K Buy
158
+121
+327% +$12.2K ﹤0.01% 1315
2024
Q2
$3.92K Buy
37
+22
+147% +$2.33K ﹤0.01% 1523
2024
Q1
$2.11K Buy
+15
New +$2.11K ﹤0.01% 1526
2023
Q4
Sell
-68
Closed -$5.2K 1718
2023
Q3
$5.2K Hold
68
﹤0.01% 1416
2023
Q2
$5.78K Hold
68
﹤0.01% 1390
2023
Q1
$6.06K Hold
68
﹤0.01% 1386
2022
Q4
$5K Sell
68
-3
-4% -$221 ﹤0.01% 1441
2022
Q3
$3K Sell
71
-98
-58% -$4.14K ﹤0.01% 1555
2022
Q2
$10K Sell
169
-5
-3% -$296 ﹤0.01% 1400
2022
Q1
$13K Hold
174
﹤0.01% 1412
2021
Q4
$19K Buy
+174
New +$19K ﹤0.01% 1296