Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
1,093
+60
+6% +$13.8K 0.15% 102
2025
Q1
$227K Sell
1,033
-85
-8% -$18.7K 0.15% 115
2024
Q4
$276K Buy
1,118
+319
+40% +$78.8K 0.17% 74
2024
Q3
$188K Buy
799
+307
+62% +$72.2K 0.12% 200
2024
Q2
$120K Sell
492
-58
-11% -$14.1K 0.08% 385
2024
Q1
$136K Buy
550
+293
+114% +$72.5K 0.09% 328
2023
Q4
$45K Buy
257
+115
+81% +$20.1K 0.03% 893
2023
Q3
$26K Sell
142
-146
-51% -$26.7K 0.02% 1017
2023
Q2
$50K Sell
288
-183
-39% -$31.8K 0.04% 774
2023
Q1
$59K Hold
471
0.05% 641
2022
Q4
$50K Buy
471
+467
+11,675% +$49.6K 0.04% 719
2022
Q3
$0 Buy
4
+2
+100% ﹤0.01% 1944
2022
Q2
$0 Sell
2
-1
-33% ﹤0.01% 1860
2022
Q1
$0 Sell
3
-1
-25% ﹤0.01% 2069
2021
Q4
$1K Buy
+4
New +$1K ﹤0.01% 1628