Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Sell
245
-1,032
-81% -$29.5K ﹤0.01% 1707
2025
Q1
$35K Buy
1,277
+528
+70% +$14.5K 0.02% 967
2024
Q4
$30K Buy
749
+49
+7% +$1.96K 0.02% 1034
2024
Q3
$20K Buy
700
+397
+131% +$11.3K 0.01% 1208
2024
Q2
$13K Buy
303
+6
+2% +$257 0.01% 1366
2024
Q1
$18K Buy
297
+112
+61% +$6.79K 0.01% 1246
2023
Q4
$15K Buy
185
+67
+57% +$5.43K 0.01% 1300
2023
Q3
$8K Buy
118
+12
+11% +$814 0.01% 1539
2023
Q2
$9K Hold
106
0.01% 1498
2023
Q1
$8K Sell
106
-1
-0.9% -$75 0.01% 1417
2022
Q4
$7K Sell
107
-1
-0.9% -$65 0.01% 1467
2022
Q3
$8K Hold
108
0.01% 1343
2022
Q2
$10K Buy
108
+43
+66% +$3.98K 0.01% 1204
2022
Q1
$7K Buy
65
+25
+63% +$2.69K ﹤0.01% 1396
2021
Q4
$6K Buy
+40
New +$6K 0.01% 1221