Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
615
+190
+45% +$77.9K 0.15% 103
2025
Q1
$132K Sell
425
-312
-42% -$96.9K 0.09% 321
2024
Q4
$239K Sell
737
-350
-32% -$114K 0.15% 107
2024
Q3
$307K Buy
1,087
+276
+34% +$78K 0.19% 56
2024
Q2
$169K Sell
811
-128
-14% -$26.7K 0.11% 212
2024
Q1
$207K Buy
939
+220
+31% +$48.5K 0.13% 152
2023
Q4
$163K Buy
719
+654
+1,006% +$148K 0.11% 221
2023
Q3
$11K Hold
65
0.01% 1368
2023
Q2
$9K Buy
65
+63
+3,150% +$8.72K 0.01% 1495
2023
Q1
$0 Hold
2
﹤0.01% 2142
2022
Q4
$0 Buy
2
+1
+100% ﹤0.01% 2172
2022
Q3
$0 Buy
+1
New ﹤0.01% 2112