Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39K Buy
4,494
+228
+5% +$1.98K 0.02% 988
2025
Q1
$28K Sell
4,266
-41
-1% -$269 0.02% 1064
2024
Q4
$37K Sell
4,307
-2,997
-41% -$25.7K 0.02% 963
2024
Q3
$58K Buy
7,304
+491
+7% +$3.9K 0.04% 817
2024
Q2
$49K Buy
6,813
+2,435
+56% +$17.5K 0.03% 861
2024
Q1
$61K Buy
4,378
+1,846
+73% +$25.7K 0.04% 800
2023
Q4
$49K Buy
2,532
+2,518
+17,986% +$48.7K 0.03% 862
2023
Q3
$0 Sell
14
-8
-36% ﹤0.01% 2186
2023
Q2
$0 Hold
22
﹤0.01% 2193
2023
Q1
$0 Buy
22
+2
+10% ﹤0.01% 2091
2022
Q4
$0 Buy
20
+7
+54% ﹤0.01% 2123
2022
Q3
$0 Sell
13
-1
-7% ﹤0.01% 2060
2022
Q2
$0 Sell
14
-5
-26% ﹤0.01% 1961
2022
Q1
$0 Sell
19
-132
-87% ﹤0.01% 2148
2021
Q4
$4K Buy
+151
New +$4K 0.01% 1375