Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.5K Buy
1,168
+342
+41% +$18.6K ﹤0.01% 1029
2025
Q1
$48K Sell
826
-44
-5% -$2.56K ﹤0.01% 1068
2024
Q4
$60.1K Buy
870
+218
+33% +$15K ﹤0.01% 842
2024
Q3
$43.4K Buy
652
+392
+151% +$26.1K ﹤0.01% 919
2024
Q2
$19.3K Sell
260
-58
-18% -$4.3K ﹤0.01% 1078
2024
Q1
$31.7K Buy
318
+73
+30% +$7.28K ﹤0.01% 943
2023
Q4
$20.3K Buy
245
+93
+61% +$7.7K ﹤0.01% 1055
2023
Q3
$9.37K Sell
152
-18
-11% -$1.11K ﹤0.01% 1304
2023
Q2
$11.1K Hold
170
﹤0.01% 1278
2023
Q1
$8.27K Hold
170
﹤0.01% 1328
2022
Q4
$7K Hold
170
﹤0.01% 1392
2022
Q3
$7K Sell
170
-22
-11% -$906 ﹤0.01% 1406
2022
Q2
$10K Hold
192
﹤0.01% 1404
2022
Q1
$13K Sell
192
-48
-20% -$3.25K ﹤0.01% 1417
2021
Q4
$32K Buy
+240
New +$32K ﹤0.01% 1130