Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.5K Buy
1,275
+543
+74% +$25.4K ﹤0.01% 1054
2025
Q1
$27.7K Buy
732
+332
+83% +$12.5K ﹤0.01% 1248
2024
Q4
$18.5K Buy
400
+214
+115% +$9.89K ﹤0.01% 1284
2024
Q3
$9.84K Buy
186
+142
+323% +$7.51K ﹤0.01% 1492
2024
Q2
$2.41K Sell
44
-19
-30% -$1.04K ﹤0.01% 1702
2024
Q1
$4.06K Sell
63
-72
-53% -$4.64K ﹤0.01% 1407
2023
Q4
$7.76K Hold
135
﹤0.01% 1348
2023
Q3
$7.78K Buy
+135
New +$7.78K ﹤0.01% 1341
2022
Q1
Sell
-31
Closed -$1K 2073
2021
Q4
$1K Buy
+31
New +$1K ﹤0.01% 1949