Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45K Sell
2,833
-20,832
-88% -$331K 0.03% 932
2025
Q1
$248K Buy
23,665
+6,844
+41% +$71.7K 0.17% 92
2024
Q4
$134K Buy
16,821
+3,471
+26% +$27.7K 0.08% 340
2024
Q3
$150K Buy
13,350
+3,878
+41% +$43.6K 0.09% 305
2024
Q2
$114K Buy
9,472
+1,164
+14% +$14K 0.07% 413
2024
Q1
$138K Sell
8,308
-302
-4% -$5.02K 0.09% 321
2023
Q4
$155K Buy
8,610
+8,592
+47,733% +$155K 0.11% 244
2023
Q3
$0 Sell
18
-2
-10% ﹤0.01% 2714
2023
Q2
$0 Sell
20
-1
-5% ﹤0.01% 2647
2023
Q1
$0 Hold
21
﹤0.01% 2581
2022
Q4
$0 Buy
21
+3
+17% ﹤0.01% 2602
2022
Q3
$0 Buy
18
+17
+1,700% ﹤0.01% 2579
2022
Q2
$0 Hold
1
﹤0.01% 2351
2022
Q1
$0 Hold
1
﹤0.01% 2473
2021
Q4
$0 Buy
+1
New ﹤0.01% 2354