Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$170K Sell
695
-16
-2% -$3.92K ﹤0.01% 631
2025
Q1
$130K Buy
711
+337
+90% +$61.5K ﹤0.01% 681
2024
Q4
$62.2K Buy
374
+128
+52% +$21.3K ﹤0.01% 828
2024
Q3
$42.2K Buy
246
+124
+102% +$21.3K ﹤0.01% 930
2024
Q2
$21.3K Buy
122
+18
+17% +$3.14K ﹤0.01% 1047
2024
Q1
$16K Sell
104
-1,116
-91% -$172K ﹤0.01% 1160
2023
Q4
$166K Sell
1,220
-48
-4% -$6.53K ﹤0.01% 621
2023
Q3
$158K Hold
1,268
﹤0.01% 613
2023
Q2
$151K Hold
1,268
﹤0.01% 623
2023
Q1
$123K Hold
1,268
﹤0.01% 658
2022
Q4
$123K Sell
1,268
-81
-6% -$7.86K ﹤0.01% 660
2022
Q3
$108K Sell
1,349
-56
-4% -$4.48K ﹤0.01% 714
2022
Q2
$130K Hold
1,405
﹤0.01% 701
2022
Q1
$176K Buy
1,405
+693
+97% +$86.8K ﹤0.01% 670
2021
Q4
$78K Buy
+712
New +$78K ﹤0.01% 856