Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.4K Buy
224
+137
+157% +$37.5K ﹤0.01% 1219
2025
Q1
$30.4K Sell
87
-427
-83% -$149K ﹤0.01% 1294
2024
Q4
$234K Sell
514
-153
-23% -$69.7K ﹤0.01% 807
2024
Q3
$292K Sell
667
-12
-2% -$5.25K ﹤0.01% 733
2024
Q2
$322K Buy
679
+558
+461% +$265K 0.01% 651
2024
Q1
$48.8K Sell
121
-161
-57% -$64.9K ﹤0.01% 767
2023
Q4
$124K Sell
282
-296
-51% -$130K 0.01% 547
2023
Q3
$230K Buy
578
+94
+19% +$37.5K 0.01% 544
2023
Q2
$166K Buy
484
+127
+36% +$43.5K 0.01% 454
2023
Q1
$97.1K Buy
357
+283
+382% +$77K 0.01% 515
2022
Q4
$15.5K Buy
+74
New +$15.5K ﹤0.01% 841
2022
Q1
Sell
-168
Closed -$57K 1443
2021
Q4
$57K Hold
168
﹤0.01% 633
2021
Q3
$40K Hold
168
﹤0.01% 646
2021
Q2
$35K Hold
168
﹤0.01% 616
2021
Q1
$39K Buy
+168
New +$39K ﹤0.01% 580