Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
1,756
+495
+39% +$40.4K 0.02% 185
2025
Q1
$125K Buy
1,261
+28
+2% +$2.78K 0.02% 174
2024
Q4
$124K Sell
1,233
-119
-9% -$11.9K 0.02% 182
2024
Q3
$123K Sell
1,352
-867
-39% -$79K 0.01% 202
2024
Q2
$181K Hold
2,219
0.02% 183
2024
Q1
$178K Buy
+2,219
New +$178K 0.02% 185
2023
Q1
Sell
-97
Closed -$6.37K 974
2022
Q4
$6.37K Sell
97
-172
-64% -$11.3K ﹤0.01% 634
2022
Q3
$14K Buy
269
+110
+69% +$5.73K ﹤0.01% 567
2022
Q2
$9K Buy
159
+116
+270% +$6.57K ﹤0.01% 632
2022
Q1
$3K Hold
43
﹤0.01% 419
2021
Q4
$3K Buy
+43
New +$3K ﹤0.01% 369