Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.8K Buy
593
+80
+16% +$6.98K 0.01% 542
2025
Q1
$35K Sell
513
-341
-40% -$23.3K 0.01% 579
2024
Q4
$66.4K Buy
854
+684
+402% +$53.2K 0.01% 461
2024
Q3
$11.4K Sell
170
-643
-79% -$43.1K ﹤0.01% 739
2024
Q2
$92.2K Buy
813
+4
+0.5% +$454 0.02% 367
2024
Q1
$112K Buy
809
+4
+0.5% +$555 0.02% 338
2023
Q4
$99.9K Buy
+805
New +$99.9K 0.02% 334
2023
Q3
Sell
-890
Closed -$114K 429
2023
Q2
$114K Hold
890
0.02% 289
2023
Q1
$103K Buy
890
+30
+3% +$3.49K 0.02% 305
2022
Q4
$97.4K Buy
860
+300
+54% +$34K 0.02% 296
2022
Q3
$45K Buy
560
+230
+70% +$18.5K 0.01% 395
2022
Q2
$25K Sell
330
-330
-50% -$25K 0.01% 499
2022
Q1
$84K Sell
660
-160
-20% -$20.4K 0.02% 292
2021
Q4
$110K Buy
+820
New +$110K 0.03% 237
2021
Q3
Sell
-816
Closed -$87K 505
2021
Q2
$87K Buy
816
+596
+271% +$63.5K 0.02% 258
2021
Q1
$20K Buy
+220
New +$20K 0.01% 413