Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Sell
490
-35
-7% -$11K 0.09% 305
2025
Q1
$138K Sell
525
-22
-4% -$5.78K 0.09% 301
2024
Q4
$143K Hold
547
0.09% 309
2024
Q3
$127K Sell
547
-56
-9% -$13K 0.08% 387
2024
Q2
$122K Buy
603
+553
+1,106% +$112K 0.08% 378
2024
Q1
$9K Hold
50
0.01% 1662
2023
Q4
$11K Hold
50
0.01% 1505
2023
Q3
$8K Sell
50
-2
-4% -$320 0.01% 1562
2023
Q2
$15K Sell
52
-266
-84% -$76.7K 0.01% 1263
2023
Q1
$102K Sell
318
-76
-19% -$24.4K 0.09% 361
2022
Q4
$116K Buy
394
+26
+7% +$7.66K 0.09% 323
2022
Q3
$85K Sell
368
-73
-17% -$16.9K 0.07% 445
2022
Q2
$96K Buy
441
+385
+688% +$83.8K 0.08% 438
2022
Q1
$15K Buy
56
+21
+60% +$5.63K 0.01% 1151
2021
Q4
$9K Buy
+35
New +$9K 0.01% 1061