Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71K Sell
7,745
-3,990
-34% -$36.6K 0.04% 736
2025
Q1
$114K Buy
11,735
+10,316
+727% +$100K 0.08% 395
2024
Q4
$13K Sell
1,419
-6,544
-82% -$60K 0.01% 1362
2024
Q3
$90K Buy
7,963
+6,491
+441% +$73.4K 0.06% 588
2024
Q2
$14K Buy
1,472
+93
+7% +$885 0.01% 1321
2024
Q1
$13K Buy
1,379
+13
+1% +$123 0.01% 1364
2023
Q4
$13K Sell
1,366
-32
-2% -$305 0.01% 1368
2023
Q3
$13K Sell
1,398
-8,742
-86% -$81.3K 0.01% 1284
2023
Q2
$101K Buy
10,140
+8,793
+653% +$87.6K 0.08% 428
2023
Q1
$15K Buy
1,347
+291
+28% +$3.24K 0.01% 1103
2022
Q4
$13K Sell
1,056
-6,204
-85% -$76.4K 0.01% 1184
2022
Q3
$78K Buy
7,260
+7,252
+90,650% +$77.9K 0.07% 486
2022
Q2
$0 Sell
8
-1
-11% ﹤0.01% 1850
2022
Q1
$0 Hold
9
﹤0.01% 2058
2021
Q4
$0 Buy
+9
New ﹤0.01% 2093