Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39K Buy
214
+5
+2% +$911 0.02% 994
2025
Q1
$36K Sell
209
-5
-2% -$861 0.02% 959
2024
Q4
$42K Sell
214
-54
-20% -$10.6K 0.03% 921
2024
Q3
$54K Sell
268
-12
-4% -$2.42K 0.03% 849
2024
Q2
$47K Buy
280
+19
+7% +$3.19K 0.03% 883
2024
Q1
$42K Buy
261
+260
+26,000% +$41.8K 0.03% 949
2023
Q4
$0 Hold
1
﹤0.01% 2502
2023
Q3
$0 Sell
1
-88
-99% ﹤0.01% 2487
2023
Q2
$9K Sell
89
-590
-87% -$59.7K 0.01% 1515
2023
Q1
$68K Buy
679
+15
+2% +$1.5K 0.06% 583
2022
Q4
$58K Buy
664
+34
+5% +$2.97K 0.05% 673
2022
Q3
$44K Sell
630
-126
-17% -$8.8K 0.04% 740
2022
Q2
$60K Sell
756
-383
-34% -$30.4K 0.05% 668
2022
Q1
$100K Buy
1,139
+852
+297% +$74.8K 0.07% 499
2021
Q4
$23K Buy
+287
New +$23K 0.03% 826