Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.4K Buy
237
+49
+26% +$7.74K 0.01% 65
2025
Q1
$20.4K Buy
188
+8
+4% +$867 0.01% 86
2024
Q4
$24.2K Hold
180
0.01% 78
2024
Q3
$21.9K Sell
180
-740
-80% -$89.9K 0.01% 88
2024
Q2
$114K Buy
920
+220
+31% +$27.2K 0.05% 34
2024
Q1
$63.2K Hold
700
0.03% 51
2023
Q4
$34.7K Hold
700
0.01% 65
2023
Q3
$30.4K Buy
+700
New +$30.4K 0.02% 68
2021
Q4
Sell
-320
Closed -$7K 215
2021
Q3
$7K Buy
+320
New +$7K ﹤0.01% 105
2020
Q4
Sell
-3,120
Closed -$42K 152
2020
Q3
$42K Buy
+3,120
New +$42K 0.03% 38
2020
Q2
Sell
-1,200
Closed -$8K 148
2020
Q1
$8K Buy
+1,200
New +$8K 0.01% 73