Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
1,322
+212
+19% +$21K 0.08% 393
2025
Q1
$91K Buy
1,110
+1
+0.1% +$82 0.06% 550
2024
Q4
$115K Sell
1,109
-1,621
-59% -$168K 0.07% 437
2024
Q3
$242K Buy
2,730
+1,109
+68% +$98.3K 0.15% 117
2024
Q2
$119K Buy
1,621
+244
+18% +$17.9K 0.08% 392
2024
Q1
$91K Sell
1,377
-469
-25% -$31K 0.06% 604
2023
Q4
$137K Buy
1,846
+368
+25% +$27.3K 0.09% 299
2023
Q3
$82K Buy
1,478
+1,475
+49,167% +$81.8K 0.06% 532
2023
Q2
$0 Sell
3
-1
-25% ﹤0.01% 2307
2023
Q1
$0 Sell
4
-1
-20% ﹤0.01% 2212
2022
Q4
$0 Hold
5
﹤0.01% 2240
2022
Q3
$0 Sell
5
-1
-17% ﹤0.01% 2195
2022
Q2
$0 Sell
6
-2
-25% ﹤0.01% 2063
2022
Q1
$1K Sell
8
-3
-27% -$375 ﹤0.01% 1809
2021
Q4
$1K Buy
+11
New +$1K ﹤0.01% 1751