Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.2K Sell
1,059
-283
-21% -$11.6K ﹤0.01% 1161
2025
Q1
$60.6K Buy
1,342
+434
+48% +$19.6K ﹤0.01% 975
2024
Q4
$39.4K Buy
908
+114
+14% +$4.95K ﹤0.01% 1003
2024
Q3
$36K Hold
794
﹤0.01% 980
2024
Q2
$32.7K Buy
+794
New +$32.7K ﹤0.01% 924
2023
Q4
Sell
-371
Closed -$13.2K 1753
2023
Q3
$13.2K Buy
371
+100
+37% +$3.57K ﹤0.01% 1198
2023
Q2
$11.6K Buy
271
+20
+8% +$859 ﹤0.01% 1262
2023
Q1
$10.3K Sell
251
-10
-4% -$411 ﹤0.01% 1283
2022
Q4
$10K Buy
+261
New +$10K ﹤0.01% 1319
2022
Q2
Sell
-5,100
Closed -$293K 2036
2022
Q1
$293K Buy
+5,100
New +$293K ﹤0.01% 578