Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43K Buy
5,077
+230
+5% +$1.95K 0.03% 956
2025
Q1
$30K Sell
4,847
-9
-0.2% -$56 0.02% 1048
2024
Q4
$31K Sell
4,856
-2,854
-37% -$18.2K 0.02% 1030
2024
Q3
$53K Sell
7,710
-299
-4% -$2.06K 0.03% 858
2024
Q2
$43K Buy
8,009
+115
+1% +$617 0.03% 927
2024
Q1
$47K Buy
7,894
+1,204
+18% +$7.17K 0.03% 909
2023
Q4
$40K Buy
6,690
+1,315
+24% +$7.86K 0.03% 954
2023
Q3
$34K Buy
5,375
+5,344
+17,239% +$33.8K 0.03% 928
2023
Q2
$0 Buy
+31
New ﹤0.01% 2748
2023
Q1
Sell
-22
Closed 2684
2022
Q4
$0 Buy
22
+15
+214% ﹤0.01% 2702
2022
Q3
$0 Buy
+7
New ﹤0.01% 2694
2022
Q2
Sell
-27
Closed 2427
2022
Q1
$0 Sell
27
-7
-21% ﹤0.01% 2526
2021
Q4
$0 Buy
+34
New ﹤0.01% 2389