Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.8K Sell
1,296
-222
-15% -$14K ﹤0.01% 914
2025
Q1
$86.2K Buy
1,518
+829
+120% +$47.1K ﹤0.01% 826
2024
Q4
$46.3K Buy
689
+239
+53% +$16.1K ﹤0.01% 947
2024
Q3
$30.1K Buy
450
+364
+423% +$24.4K ﹤0.01% 1047
2024
Q2
$5.94K Buy
86
+49
+132% +$3.39K ﹤0.01% 1383
2024
Q1
$2.27K Buy
+37
New +$2.27K ﹤0.01% 1500
2022
Q3
Sell
-70
Closed -$2K 1940
2022
Q2
$2K Sell
70
-16
-19% -$457 ﹤0.01% 1768
2022
Q1
$4K Hold
86
﹤0.01% 1718
2021
Q4
$4K Buy
+86
New +$4K ﹤0.01% 1699