Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.9K Buy
817
+176
+27% +$18.5K ﹤0.01% 897
2025
Q1
$37.4K Buy
641
+43
+7% +$2.51K ﹤0.01% 1166
2024
Q4
$34.6K Buy
598
+109
+22% +$6.31K ﹤0.01% 1057
2024
Q3
$21.6K Buy
+489
New +$21.6K ﹤0.01% 1191
2024
Q1
Sell
-235
Closed -$10.7K 2181
2023
Q4
$10.7K Buy
+235
New +$10.7K ﹤0.01% 1271
2023
Q3
Sell
-34
Closed -$1.37K 1738
2023
Q2
$1.37K Sell
34
-219
-87% -$8.82K ﹤0.01% 1550
2023
Q1
$11.4K Hold
253
﹤0.01% 1248
2022
Q4
$7K Buy
253
+5
+2% +$138 ﹤0.01% 1389
2022
Q3
$9K Buy
248
+29
+13% +$1.05K ﹤0.01% 1350
2022
Q2
$7K Hold
219
﹤0.01% 1504
2022
Q1
$10K Buy
+219
New +$10K ﹤0.01% 1490