Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Buy
3,891
+875
+29% +$38.7K 0.1% 253
2025
Q1
$100K Buy
3,016
+26
+0.9% +$862 0.07% 492
2024
Q4
$109K Buy
2,990
+635
+27% +$23.1K 0.07% 476
2024
Q3
$67K Buy
2,355
+104
+5% +$2.96K 0.04% 737
2024
Q2
$58K Sell
2,251
-752
-25% -$19.4K 0.04% 792
2024
Q1
$75K Buy
3,003
+2,492
+488% +$62.2K 0.05% 708
2023
Q4
$9K Buy
511
+13
+3% +$229 0.01% 1660
2023
Q3
$9K Sell
498
-6
-1% -$108 0.01% 1504
2023
Q2
$11K Hold
504
0.01% 1397
2023
Q1
$9K Sell
504
-3
-0.6% -$54 0.01% 1390
2022
Q4
$9K Buy
507
+18
+4% +$320 0.01% 1387
2022
Q3
$8K Buy
+489
New +$8K 0.01% 1361