Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Buy
1,162
+60
+5% +$5.5K ﹤0.01% 1022
2025
Q1
$101K Sell
1,102
-60
-5% -$5.52K ﹤0.01% 987
2024
Q4
$98.4K Sell
1,162
-1,198
-51% -$101K ﹤0.01% 947
2024
Q3
$176K Buy
2,360
+1,667
+241% +$125K ﹤0.01% 924
2024
Q2
$54.3K Buy
693
+310
+81% +$24.3K ﹤0.01% 1218
2024
Q1
$30K Buy
383
+91
+31% +$7.13K ﹤0.01% 1101
2023
Q4
$19K Sell
292
-79
-21% -$5.14K ﹤0.01% 1314
2023
Q3
$22K Buy
371
+65
+21% +$3.85K ﹤0.01% 1141
2023
Q2
$18K Sell
306
-541
-64% -$31.8K ﹤0.01% 1086
2023
Q1
$50K Buy
847
+12
+1% +$708 ﹤0.01% 1035
2022
Q4
$41K Buy
835
+520
+165% +$25.5K ﹤0.01% 1009
2022
Q3
$19K Buy
315
+116
+58% +$7K ﹤0.01% 1116
2022
Q2
$13K Buy
+199
New +$13K ﹤0.01% 1112