Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Buy
486
+217
+81% +$77.5K 0.03% 186
2025
Q1
$73K Buy
269
+80
+42% +$21.7K 0.02% 242
2024
Q4
$62.7K Sell
189
-120
-39% -$39.8K 0.01% 241
2024
Q3
$102K Hold
309
0.02% 187
2024
Q2
$96.9K Buy
309
+120
+63% +$37.6K 0.02% 186
2024
Q1
$59.1K Buy
189
+154
+440% +$48.2K 0.02% 227
2023
Q4
$8.43K Hold
35
﹤0.01% 345
2023
Q3
$7.47K Hold
35
﹤0.01% 363
2023
Q2
$6K Sell
35
-4
-10% -$685 ﹤0.01% 327
2023
Q1
$6.68K Sell
39
-3
-7% -$514 ﹤0.01% 312
2022
Q4
$7K Hold
42
﹤0.01% 327
2022
Q3
$6K Buy
+42
New +$6K ﹤0.01% 316