Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Buy
286
+5
+2% +$192 0.01% 1511
2025
Q1
$12K Buy
281
+9
+3% +$384 0.01% 1378
2024
Q4
$10K Sell
272
-5
-2% -$184 0.01% 1516
2024
Q3
$11K Sell
277
-1
-0.4% -$40 0.01% 1472
2024
Q2
$9K Buy
278
+273
+5,460% +$8.84K 0.01% 1584
2024
Q1
$0 Sell
5
-4,491
-100% ﹤0.01% 2225
2023
Q4
$161K Buy
4,496
+1,182
+36% +$42.3K 0.11% 226
2023
Q3
$107K Buy
3,314
+3,306
+41,325% +$107K 0.08% 372
2023
Q2
$0 Hold
8
﹤0.01% 2118
2023
Q1
$0 Hold
8
﹤0.01% 2005
2022
Q4
$0 Sell
8
-3,422
-100% ﹤0.01% 2051
2022
Q3
$127K Buy
3,430
+994
+41% +$36.8K 0.11% 237
2022
Q2
$106K Sell
2,436
-56
-2% -$2.44K 0.08% 376
2022
Q1
$113K Buy
2,492
+1,130
+83% +$51.2K 0.08% 421
2021
Q4
$58K Buy
+1,362
New +$58K 0.08% 449