Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$199K Buy
5,387
+950
+21% +$35.1K ﹤0.01% 770
2025
Q1
$146K Buy
4,437
+574
+15% +$18.9K ﹤0.01% 834
2024
Q4
$141K Sell
3,863
-308
-7% -$11.2K ﹤0.01% 779
2024
Q3
$159K Buy
4,171
+410
+11% +$15.7K ﹤0.01% 981
2024
Q2
$171K Buy
3,761
+513
+16% +$23.3K ﹤0.01% 769
2024
Q1
$147K Buy
3,248
+2,593
+396% +$118K ﹤0.01% 601
2023
Q4
$20K Buy
655
+488
+292% +$14.9K ﹤0.01% 1302
2023
Q3
$5K Sell
167
-1
-0.6% -$30 ﹤0.01% 1664
2023
Q2
$5K Buy
168
+28
+20% +$833 ﹤0.01% 1556
2023
Q1
$3K Sell
140
-856
-86% -$18.3K ﹤0.01% 1958
2022
Q4
$17K Buy
996
+893
+867% +$15.2K ﹤0.01% 1361
2022
Q3
$2K Hold
103
﹤0.01% 1842
2022
Q2
$3K Buy
+103
New +$3K ﹤0.01% 1607