Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.3K Buy
406
+236
+139% +$22.8K ﹤0.01% 1198
2025
Q1
$18K Sell
170
-26
-13% -$2.75K ﹤0.01% 1354
2024
Q4
$21.9K Buy
196
+20
+11% +$2.23K ﹤0.01% 1219
2024
Q3
$22.5K Buy
176
+73
+71% +$9.33K ﹤0.01% 1176
2024
Q2
$10.8K Buy
103
+60
+140% +$6.29K ﹤0.01% 1250
2024
Q1
$4.52K Hold
43
﹤0.01% 1393
2023
Q4
$4.7K Sell
43
-7
-14% -$765 ﹤0.01% 1417
2023
Q3
$5.54K Buy
50
+7
+16% +$775 ﹤0.01% 1397
2023
Q2
$5.11K Hold
43
﹤0.01% 1409
2023
Q1
$5.73K Sell
43
-103
-71% -$13.7K ﹤0.01% 1391
2022
Q4
$20K Buy
146
+3
+2% +$411 ﹤0.01% 1113
2022
Q3
$17K Sell
143
-12
-8% -$1.43K ﹤0.01% 1160
2022
Q2
$22K Buy
155
+9
+6% +$1.28K ﹤0.01% 1144
2022
Q1
$25K Hold
146
﹤0.01% 1175
2021
Q4
$29K Buy
+146
New +$29K ﹤0.01% 1158
2014
Q3
Sell
-4,275
Closed -$200K 314
2014
Q2
$200K Buy
+4,275
New +$200K 0.01% 302