Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Sell
7,228
-288
-4% -$26.4K 0.01% 531
2025
Q1
$661K Buy
7,516
+316
+4% +$27.8K 0.01% 507
2024
Q4
$666K Buy
7,200
+6,000
+500% +$555K 0.01% 496
2024
Q3
$111K Sell
1,200
-310
-21% -$28.7K ﹤0.01% 1002
2024
Q2
$113K Sell
1,510
-400
-21% -$30K ﹤0.01% 970
2024
Q1
$157K Hold
1,910
0.01% 507
2023
Q4
$132K Sell
1,910
-1,290
-40% -$89.2K 0.01% 526
2023
Q3
$175K Buy
3,200
+1,800
+129% +$98.5K 0.01% 599
2023
Q2
$78K Hold
1,400
﹤0.01% 625
2023
Q1
$71.2K Buy
1,400
+1,000
+250% +$50.9K 0.01% 581
2022
Q4
$15.9K Hold
400
﹤0.01% 836
2022
Q3
$13K Buy
+400
New +$13K ﹤0.01% 840
2022
Q1
Sell
-356
Closed -$19K 1385
2021
Q4
$19K Hold
356
﹤0.01% 834
2021
Q3
$17K Buy
+356
New +$17K ﹤0.01% 852