Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Sell
4,182
-502
-11% -$22.1K ﹤0.01% 799
2025
Q1
$243K Buy
4,684
+196
+4% +$10.2K ﹤0.01% 636
2024
Q4
$255K Buy
4,488
+687
+18% +$39K ﹤0.01% 569
2024
Q3
$158K Buy
3,801
+2,699
+245% +$112K ﹤0.01% 988
2024
Q2
$43.9K Hold
1,102
﹤0.01% 1297
2024
Q1
$43.9K Buy
1,102
+85
+8% +$3.39K ﹤0.01% 956
2023
Q4
$34K Sell
1,017
-44
-4% -$1.47K ﹤0.01% 1088
2023
Q3
$37K Buy
+1,061
New +$37K ﹤0.01% 957
2023
Q2
Sell
-3,862
Closed -$128K 2296
2023
Q1
$128K Buy
3,862
+1,706
+79% +$56.5K ﹤0.01% 690
2022
Q4
$70K Buy
2,156
+2,140
+13,375% +$69.5K ﹤0.01% 791
2022
Q3
$1K Buy
16
+8
+100% +$500 ﹤0.01% 1946
2022
Q2
$1K Buy
+8
New +$1K ﹤0.01% 1793