Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.5K Buy
446
+66
+17% +$8.21K ﹤0.01% 1083
2025
Q1
$37.2K Buy
+380
New +$37.2K ﹤0.01% 1168
2023
Q4
Sell
-21
Closed -$1.23K 1750
2023
Q3
$1.23K Hold
21
﹤0.01% 1577
2023
Q2
$1.34K Sell
21
-205
-91% -$13K ﹤0.01% 1558
2023
Q1
$15.1K Buy
226
+205
+976% +$13.7K ﹤0.01% 1171
2022
Q4
$1K Buy
+21
New +$1K ﹤0.01% 1677
2022
Q3
Sell
-384
Closed -$32K 1975
2022
Q2
$32K Buy
384
+17
+5% +$1.42K ﹤0.01% 1025
2022
Q1
$60K Sell
367
-126
-26% -$20.6K ﹤0.01% 916
2021
Q4
$130K Buy
+493
New +$130K ﹤0.01% 753