Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.9K Buy
3,225
+216
+7% +$4.75K ﹤0.01% 972
2025
Q1
$53.7K Buy
3,009
+412
+16% +$7.36K ﹤0.01% 1020
2024
Q4
$37.2K Sell
2,597
-638
-20% -$9.14K ﹤0.01% 1033
2024
Q3
$53.5K Buy
+3,235
New +$53.5K ﹤0.01% 856
2024
Q2
Sell
-77
Closed -$1.3K 2206
2024
Q1
$1.3K Hold
77
﹤0.01% 1685
2023
Q4
$1.17K Hold
77
﹤0.01% 1528
2023
Q3
$933 Hold
77
﹤0.01% 1611
2023
Q2
$912 Hold
77
﹤0.01% 1601
2023
Q1
$771 Hold
77
﹤0.01% 1622
2022
Q4
$1K Hold
77
﹤0.01% 1666
2022
Q3
$1K Sell
77
-171
-69% -$2.22K ﹤0.01% 1704
2022
Q2
$2K Sell
248
-56
-18% -$452 ﹤0.01% 1766
2022
Q1
$3K Hold
304
﹤0.01% 1776
2021
Q4
$2K Buy
+304
New +$2K ﹤0.01% 1842