Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Sell
84
-196
-70% -$53.7K ﹤0.01% 2426
2025
Q1
$99.2K Sell
280
-4
-1% -$1.42K ﹤0.01% 1228
2024
Q4
$141K Sell
284
-11
-4% -$5.45K ﹤0.01% 1096
2024
Q3
$129K Sell
295
-16
-5% -$7K ﹤0.01% 967
2024
Q2
$151K Buy
311
+38
+14% +$18.4K ﹤0.01% 908
2024
Q1
$160K Buy
273
+52
+24% +$30.4K ﹤0.01% 857
2023
Q4
$96.8K Buy
221
+26
+13% +$11.4K ﹤0.01% 954
2023
Q3
$77.7K Sell
195
-160
-45% -$63.8K ﹤0.01% 970
2023
Q2
$122K Hold
355
﹤0.01% 829
2023
Q1
$96.6K Sell
355
-45
-11% -$12.2K ﹤0.01% 869
2022
Q4
$83.9K Buy
400
+3
+0.8% +$629 ﹤0.01% 860
2022
Q3
$75K Buy
397
+9
+2% +$1.7K ﹤0.01% 844
2022
Q2
$73K Buy
388
+2
+0.5% +$376 ﹤0.01% 792
2022
Q1
$94K Sell
386
-129
-25% -$31.4K ﹤0.01% 742
2021
Q4
$174K Sell
515
-125
-20% -$42.2K ﹤0.01% 557
2021
Q3
$152K Buy
+640
New +$152K ﹤0.01% 537