Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$150K Buy
2,992
+351
+13% +$17.6K ﹤0.01% 3667
2025
Q1
$89K Buy
2,641
+360
+16% +$12.1K ﹤0.01% 3731
2024
Q4
$66K Sell
2,281
-26
-1% -$752 ﹤0.01% 3888
2024
Q3
$58K Buy
2,307
+2,266
+5,527% +$57K ﹤0.01% 3880
2024
Q2
$1K Sell
41
-1,439
-97% -$35.1K ﹤0.01% 4147
2024
Q1
$39K Hold
1,480
﹤0.01% 3867
2023
Q4
$28K Sell
1,480
-6
-0.4% -$114 ﹤0.01% 3925
2023
Q3
$36K Buy
1,486
+6
+0.4% +$145 ﹤0.01% 3724
2023
Q2
$28K Buy
1,480
+1,328
+874% +$25.1K ﹤0.01% 3900
2023
Q1
$3K Hold
152
﹤0.01% 4199
2022
Q4
$3K Buy
+152
New +$3K ﹤0.01% 4260