Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
474
-55
-10% -$12K ﹤0.01% 1525
2025
Q1
$77.3K Buy
529
+97
+22% +$14.2K ﹤0.01% 1351
2024
Q4
$73K Buy
432
+121
+39% +$20.4K ﹤0.01% 1396
2024
Q3
$37.3K Sell
311
-63
-17% -$7.55K ﹤0.01% 1539
2024
Q2
$41.3K Sell
374
-220
-37% -$24.3K ﹤0.01% 1463
2024
Q1
$79.6K Buy
594
+188
+46% +$25.2K ﹤0.01% 1101
2023
Q4
$51.7K Buy
406
+358
+746% +$45.6K ﹤0.01% 1184
2023
Q3
$6.09K Buy
48
+31
+182% +$3.93K ﹤0.01% 2028
2023
Q2
$1.84K Sell
17
-8
-32% -$864 ﹤0.01% 2521
2023
Q1
$2.2K Buy
25
+16
+178% +$1.41K ﹤0.01% 2370
2022
Q4
$614 Buy
9
+5
+125% +$341 ﹤0.01% 2581
2022
Q3
$0 Sell
4
-66
-94% ﹤0.01% 2873
2022
Q2
$4K Buy
+70
New +$4K ﹤0.01% 1816
2021
Q4
Sell
-195
Closed -$11K 2038
2021
Q3
$11K Buy
+195
New +$11K ﹤0.01% 1287