Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.6K Sell
232
-1
-0.4% -$274 ﹤0.01% 1028
2025
Q1
$81.4K Sell
233
-3,474
-94% -$1.21M ﹤0.01% 857
2024
Q4
$1.69M Buy
3,707
+37
+1% +$16.9K 0.03% 253
2024
Q3
$1.6M Sell
3,670
-344
-9% -$150K 0.03% 270
2024
Q2
$1.9M Buy
4,014
+7
+0.2% +$3.32K 0.03% 241
2024
Q1
$2.34M Buy
4,007
+7
+0.2% +$4.1K 0.04% 225
2023
Q4
$1.75M Hold
4,000
0.03% 263
2023
Q3
$1.59M Hold
4,000
0.03% 273
2023
Q2
$1.37M Hold
4,000
0.02% 299
2023
Q1
$1.09M Hold
4,000
0.02% 318
2022
Q4
$839K Hold
4,000
0.01% 359
2022
Q3
$760K Hold
4,000
0.01% 381
2022
Q2
$752K Hold
4,000
0.01% 409
2022
Q1
$975K Hold
4,000
0.01% 389
2021
Q4
$1.35M Buy
+4,000
New +$1.35M 0.02% 355