Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.5K Buy
219
+85
+63% +$20.8K 0.01% 536
2025
Q1
$35.5K Buy
134
+3
+2% +$794 0.01% 575
2024
Q4
$33.2K Sell
131
-52
-28% -$13.2K 0.01% 589
2024
Q3
$58K Sell
183
-181
-50% -$57.3K 0.01% 479
2024
Q2
$136K Buy
364
+311
+587% +$116K 0.02% 304
2024
Q1
$18.4K Sell
53
-134
-72% -$46.5K ﹤0.01% 658
2023
Q4
$85.6K Buy
+187
New +$85.6K 0.02% 359
2023
Q3
Sell
-221
Closed -$98.8K 554
2023
Q2
$98.8K Sell
221
-42
-16% -$18.8K 0.02% 314
2023
Q1
$128K Buy
263
+48
+22% +$23.3K 0.03% 277
2022
Q4
$110K Sell
215
-5
-2% -$2.56K 0.03% 280
2022
Q3
$107K Hold
220
0.03% 232
2022
Q2
$103K Buy
220
+25
+13% +$11.7K 0.03% 236
2022
Q1
$85K Buy
195
+85
+77% +$37.1K 0.02% 291
2021
Q4
$51K Buy
+110
New +$51K 0.01% 362
2021
Q3
Sell
-120
Closed -$53K 586
2021
Q2
$53K Hold
120
0.02% 355
2021
Q1
$50K Buy
+120
New +$50K 0.02% 275