Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Sell
28
-1,583
-98% -$113K ﹤0.01% 1816
2025
Q1
$106K Sell
1,611
-799
-33% -$52.6K 0.07% 446
2024
Q4
$156K Buy
2,410
+663
+38% +$42.9K 0.1% 277
2024
Q3
$112K Sell
1,747
-1,007
-37% -$64.6K 0.07% 458
2024
Q2
$172K Buy
2,754
+598
+28% +$37.3K 0.11% 204
2024
Q1
$129K Buy
2,156
+1,979
+1,118% +$118K 0.08% 357
2023
Q4
$11K Buy
177
+173
+4,325% +$10.8K 0.01% 1460
2023
Q3
$0 Sell
4
-19
-83% ﹤0.01% 2058
2023
Q2
$1K Buy
23
+17
+283% +$739 ﹤0.01% 1892
2023
Q1
$0 Hold
6
﹤0.01% 1956
2022
Q4
$0 Hold
6
﹤0.01% 2001
2022
Q3
$0 Sell
6
-1,697
-100% ﹤0.01% 1922
2022
Q2
$100K Buy
1,703
+41
+2% +$2.41K 0.08% 403
2022
Q1
$111K Buy
1,662
+751
+82% +$50.2K 0.07% 428
2021
Q4
$60K Buy
+911
New +$60K 0.08% 424