Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80K Buy
2,404
+1,814
+307% +$60.4K 0.05% 674
2025
Q1
$17K Sell
590
-19
-3% -$547 0.01% 1242
2024
Q4
$22K Sell
609
-323
-35% -$11.7K 0.01% 1150
2024
Q3
$28K Sell
932
-86
-8% -$2.58K 0.02% 1083
2024
Q2
$26K Buy
1,018
+39
+4% +$996 0.02% 1096
2024
Q1
$22K Hold
979
0.01% 1181
2023
Q4
$24K Buy
979
+14
+1% +$343 0.02% 1118
2023
Q3
$17K Sell
965
-10
-1% -$176 0.01% 1170
2023
Q2
$22K Buy
975
+441
+83% +$9.95K 0.02% 1088
2023
Q1
$10K Sell
534
-1
-0.2% -$19 0.01% 1300
2022
Q4
$8K Buy
535
+266
+99% +$3.98K 0.01% 1405
2022
Q3
$4K Sell
269
-3
-1% -$45 ﹤0.01% 1530
2022
Q2
$6K Buy
272
+253
+1,332% +$5.58K ﹤0.01% 1341
2022
Q1
$1K Sell
19
-5
-21% -$263 ﹤0.01% 1735
2021
Q4
$1K Buy
+24
New +$1K ﹤0.01% 1663