Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22K Sell
123
-47
-28% -$8.41K ﹤0.01% 694
2025
Q1
$27K Buy
170
+75
+79% +$11.9K ﹤0.01% 586
2024
Q4
$17K Buy
95
+3
+3% +$537 ﹤0.01% 657
2024
Q3
$21K Buy
92
+2
+2% +$457 ﹤0.01% 596
2024
Q2
$20K Buy
90
+8
+10% +$1.78K ﹤0.01% 567
2024
Q1
$21K Sell
82
-3
-4% -$768 ﹤0.01% 531
2023
Q4
$19K Buy
85
+1
+1% +$224 ﹤0.01% 516
2023
Q3
$17K Buy
84
+36
+75% +$7.29K ﹤0.01% 502
2023
Q2
$9K Buy
48
+47
+4,700% +$8.81K ﹤0.01% 625
2023
Q1
$0 Buy
+1
New ﹤0.01% 489
2022
Q3
Sell
-24
Closed -$4K 470
2022
Q2
$4K Buy
24
+20
+500% +$3.33K ﹤0.01% 628
2022
Q1
$1K Buy
+4
New +$1K ﹤0.01% 753