Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
1,519
-1,012
-40% -$93.9K 0.08% 352
2025
Q1
$196K Buy
2,531
+227
+10% +$17.6K 0.13% 164
2024
Q4
$205K Buy
2,304
+737
+47% +$65.6K 0.13% 165
2024
Q3
$149K Buy
1,567
+202
+15% +$19.2K 0.09% 311
2024
Q2
$146K Buy
1,365
+1,272
+1,368% +$136K 0.09% 292
2024
Q1
$11K Buy
93
+33
+55% +$3.9K 0.01% 1546
2023
Q4
$8K Sell
60
-156
-72% -$20.8K 0.01% 1697
2023
Q3
$30K Buy
216
+111
+106% +$15.4K 0.02% 984
2023
Q2
$15K Buy
105
+103
+5,150% +$14.7K 0.01% 1267
2023
Q1
$0 Hold
2
﹤0.01% 2643
2022
Q4
$0 Hold
2
﹤0.01% 2660
2022
Q3
$0 Sell
2
-2
-50% ﹤0.01% 2649
2022
Q2
$0 Sell
4
-2
-33% ﹤0.01% 2398
2022
Q1
$1K Sell
6
-2
-25% -$333 ﹤0.01% 1970
2021
Q4
$1K Buy
+8
New +$1K ﹤0.01% 1973