Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44K Buy
489
+86
+21% +$7.74K 0.03% 936
2025
Q1
$47K Buy
403
+14
+4% +$1.63K 0.03% 867
2024
Q4
$83K Sell
389
-21
-5% -$4.48K 0.05% 627
2024
Q3
$81K Sell
410
-54
-12% -$10.7K 0.05% 644
2024
Q2
$83K Sell
464
-22
-5% -$3.94K 0.05% 603
2024
Q1
$98K Sell
486
-45
-8% -$9.07K 0.06% 547
2023
Q4
$127K Sell
531
-105
-17% -$25.1K 0.09% 346
2023
Q3
$126K Sell
636
-71
-10% -$14.1K 0.1% 291
2023
Q2
$127K Buy
707
+82
+13% +$14.7K 0.1% 303
2023
Q1
$103K Buy
625
+103
+20% +$17K 0.09% 356
2022
Q4
$88K Buy
522
+20
+4% +$3.37K 0.07% 456
2022
Q3
$94K Buy
502
+500
+25,000% +$93.6K 0.08% 384
2022
Q2
$0 Sell
2
-1
-33% ﹤0.01% 2076
2022
Q1
$1K Sell
3
-1
-25% -$333 ﹤0.01% 1818
2021
Q4
$2K Buy
+4
New +$2K ﹤0.01% 1548