Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
712
+489
+219% +$144K 0.01% 635
2025
Q1
$59.4K Sell
223
-91
-29% -$24.2K ﹤0.01% 896
2024
Q4
$79K Buy
314
+24
+8% +$6.04K 0.01% 750
2024
Q3
$63.9K Buy
290
+105
+57% +$23.1K 0.01% 627
2024
Q2
$31.9K Buy
185
+151
+444% +$26K ﹤0.01% 809
2024
Q1
$6.45K Hold
34
﹤0.01% 860
2023
Q4
$6.09K Buy
34
+1
+3% +$179 ﹤0.01% 842
2023
Q3
$5.32K Buy
33
+6
+22% +$967 ﹤0.01% 862
2023
Q2
$3.95K Buy
+27
New +$3.95K ﹤0.01% 912
2022
Q3
Sell
-20
Closed -$3K 1226
2022
Q2
$3K Buy
+20
New +$3K ﹤0.01% 886