Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Hold
2,040
0.1% 82
2025
Q1
$148K Sell
2,040
-100
-5% -$7.26K 0.09% 187
2024
Q4
$129K Sell
2,140
-11,233
-84% -$677K 0.07% 208
2024
Q3
$606K Buy
13,373
+8,573
+179% +$388K 0.4% 25
2024
Q2
$339K Buy
4,800
+1,500
+45% +$106K 0.2% 80
2024
Q1
$254K Buy
3,300
+500
+18% +$38.5K 0.15% 128
2023
Q4
$172K Hold
2,800
0.11% 165
2023
Q3
$128K Buy
2,800
+1,821
+186% +$83.2K 0.09% 190
2023
Q2
$28 Sell
979
-21
-2% -$1 0.02% 262
2023
Q1
$31K Hold
1,000
0.03% 268
2022
Q4
$25K Hold
1,000
0.02% 277
2022
Q3
$29K Hold
1,000
0.03% 260
2022
Q2
$21K Buy
+1,000
New +$21K 0.02% 288