Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
1,516
+63
+4% +$4.68K ﹤0.01% 1000
2025
Q1
$117K Buy
1,453
+545
+60% +$43.8K ﹤0.01% 922
2024
Q4
$70.9K Sell
908
-476
-34% -$37.2K ﹤0.01% 1086
2024
Q3
$110K Buy
1,384
+970
+234% +$76.9K ﹤0.01% 1170
2024
Q2
$34.7K Buy
414
+331
+399% +$27.7K ﹤0.01% 1422
2024
Q1
$6.95K Sell
83
-286
-78% -$24K ﹤0.01% 1549
2023
Q4
$29K Buy
369
+159
+76% +$12.5K ﹤0.01% 1150
2023
Q3
$18K Buy
210
+90
+75% +$7.71K ﹤0.01% 1210
2023
Q2
$10K Sell
120
-275
-70% -$22.9K ﹤0.01% 1298
2023
Q1
$28K Sell
395
-132
-25% -$9.36K ﹤0.01% 1253
2022
Q4
$35K Buy
527
+153
+41% +$10.2K ﹤0.01% 1074
2022
Q3
$27K Buy
374
+177
+90% +$12.8K ﹤0.01% 964
2022
Q2
$16K Buy
+197
New +$16K ﹤0.01% 1035