Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Buy
249
+101
+68% +$47.4K 0.03% 285
2025
Q1
$68.9K Sell
148
-5
-3% -$2.33K 0.02% 350
2024
Q4
$64.1K Buy
153
+61
+66% +$25.5K 0.02% 348
2024
Q3
$43.9K Sell
92
-10
-10% -$4.77K 0.01% 410
2024
Q2
$44.8K Buy
102
+20
+24% +$8.78K 0.01% 392
2024
Q1
$38.1K Hold
82
0.01% 396
2023
Q4
$33.7K Buy
82
+62
+310% +$25.5K 0.01% 398
2023
Q3
$7.45K Hold
20
﹤0.01% 510
2023
Q2
$7.62K Sell
20
-28
-58% -$10.7K ﹤0.01% 500
2023
Q1
$17.1K Hold
48
0.01% 413
2022
Q4
$15.7K Hold
48
0.01% 400
2022
Q3
$13K Hold
48
0.01% 415
2022
Q2
$14K Hold
48
0.01% 403
2022
Q1
$15K Sell
48
-30
-38% -$9.38K 0.01% 430
2021
Q4
$27K Buy
+78
New +$27K 0.02% 307