Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40K Hold
241
0.02% 984
2025
Q1
$31K Sell
241
-148
-38% -$19K 0.02% 1030
2024
Q4
$57K Buy
389
+295
+314% +$43.2K 0.04% 807
2024
Q3
$15K Sell
94
-410
-81% -$65.4K 0.01% 1336
2024
Q2
$72K Buy
504
+410
+436% +$58.6K 0.05% 691
2024
Q1
$12K Buy
94
+92
+4,600% +$11.7K 0.01% 1472
2023
Q4
$0 Sell
2
-1
-33% ﹤0.01% 2707
2023
Q3
$0 Hold
3
﹤0.01% 2700
2023
Q2
$0 Hold
3
﹤0.01% 2633
2023
Q1
$0 Hold
3
﹤0.01% 2564
2022
Q4
$0 Buy
+3
New ﹤0.01% 2587
2022
Q3
Sell
-15
Closed -$1K 2564
2022
Q2
$1K Sell
15
-5
-25% -$333 ﹤0.01% 1781
2022
Q1
$1K Buy
20
+8
+67% +$400 ﹤0.01% 1938
2021
Q4
$1K Buy
+12
New +$1K ﹤0.01% 1940