Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
358
-105
-23% -$31.9K 0.01% 522
2025
Q1
$124K Buy
463
+105
+29% +$28.2K 0.02% 507
2024
Q4
$88.1K Sell
358
-132
-27% -$32.5K 0.01% 539
2024
Q3
$112K Sell
490
-41
-8% -$9.39K 0.02% 477
2024
Q2
$107K Sell
531
-105
-17% -$21.2K 0.01% 491
2024
Q1
$124K Sell
636
-100
-14% -$19.5K 0.02% 445
2023
Q4
$114K Buy
736
+466
+173% +$72K 0.02% 476
2023
Q3
$34.9K Sell
270
-321
-54% -$41.5K 0.01% 580
2023
Q2
$80.9K Sell
591
-58
-9% -$7.94K 0.01% 508
2023
Q1
$82.1K Buy
+649
New +$82.1K 0.01% 499
2022
Q3
Sell
-230
Closed -$20.9K 987
2022
Q2
$20.9K Hold
230
﹤0.01% 678
2022
Q1
$25.5K Hold
230
﹤0.01% 616
2021
Q4
$32.2K Sell
230
-115
-33% -$16.1K ﹤0.01% 585
2021
Q3
$46.6K Hold
345
0.01% 528
2021
Q2
$48.5K Buy
345
+115
+50% +$16.2K 0.01% 533
2021
Q1
$28.2K Buy
+230
New +$28.2K 0.01% 554