Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
331
+18
+6% +$6.32K ﹤0.01% 1454
2025
Q1
$98.9K Buy
313
+55
+21% +$17.4K ﹤0.01% 1230
2024
Q4
$92K Buy
258
+65
+34% +$23.2K ﹤0.01% 1297
2024
Q3
$61.5K Sell
193
-40
-17% -$12.7K ﹤0.01% 1305
2024
Q2
$73.3K Sell
233
-66
-22% -$20.8K ﹤0.01% 1204
2024
Q1
$104K Buy
299
+52
+21% +$18.1K ﹤0.01% 1009
2023
Q4
$89.6K Sell
247
-6
-2% -$2.18K ﹤0.01% 988
2023
Q3
$75.3K Buy
253
+33
+15% +$9.82K ﹤0.01% 982
2023
Q2
$72.7K Sell
220
-24
-10% -$7.93K ﹤0.01% 1005
2023
Q1
$81.2K Buy
244
+64
+36% +$21.3K ﹤0.01% 920
2022
Q4
$43.5K Buy
180
+80
+80% +$19.3K ﹤0.01% 1064
2022
Q3
$22K Sell
100
-109
-52% -$24K ﹤0.01% 1249
2022
Q2
$50K Buy
209
+163
+354% +$39K ﹤0.01% 900
2022
Q1
$15K Sell
46
-356
-89% -$116K ﹤0.01% 1351
2021
Q4
$161K Buy
402
+48
+14% +$19.2K ﹤0.01% 574
2021
Q3
$121K Buy
354
+312
+743% +$107K ﹤0.01% 572
2021
Q2
$15K Hold
42
﹤0.01% 914
2021
Q1
$14K Buy
+42
New +$14K ﹤0.01% 878
2018
Q2
Sell
-2
Closed 935
2018
Q1
$0 Sell
2
-1
-33% ﹤0.01% 802
2017
Q4
$0 Buy
+3
New ﹤0.01% 729