Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.7K Buy
753
+150
+25% +$19.9K 0.01% 403
2025
Q1
$72K Sell
603
-140
-19% -$16.7K 0.01% 445
2024
Q4
$97.6K Buy
743
+269
+57% +$35.3K 0.02% 393
2024
Q3
$60.1K Buy
474
+269
+131% +$34.1K 0.01% 471
2024
Q2
$31.1K Buy
205
+18
+10% +$2.73K 0.01% 577
2024
Q1
$30.8K Sell
187
-7
-4% -$1.16K 0.01% 565
2023
Q4
$26.4K Buy
+194
New +$26.4K 0.01% 580
2023
Q3
Sell
-69
Closed -$8.84K 229
2023
Q2
$8.84K Buy
69
+34
+97% +$4.36K ﹤0.01% 736
2023
Q1
$4.35K Buy
35
+16
+84% +$1.99K ﹤0.01% 790
2022
Q4
$1.63K Buy
19
+5
+36% +$428 ﹤0.01% 839
2022
Q3
$1K Sell
14
-5
-26% -$357 ﹤0.01% 827
2022
Q2
$2K Hold
19
﹤0.01% 816
2022
Q1
$3K Buy
19
+5
+36% +$789 ﹤0.01% 820
2021
Q4
$2K Buy
+14
New +$2K ﹤0.01% 822
2021
Q2
Sell
-5
Closed -$1K 942
2021
Q1
$1K Buy
+5
New +$1K ﹤0.01% 733