Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Sell
131
-2
-2% -$1.79K ﹤0.01% 413
2025
Q1
$90K Buy
133
+19
+17% +$12.9K ﹤0.01% 418
2024
Q4
$72K Sell
114
-3
-3% -$1.9K ﹤0.01% 427
2024
Q3
$91K Buy
117
+12
+11% +$9.33K ﹤0.01% 401
2024
Q2
$87K Buy
105
+8
+8% +$6.63K ﹤0.01% 396
2024
Q1
$68K Sell
97
-1
-1% -$701 ﹤0.01% 400
2023
Q4
$57K Sell
98
-1
-1% -$582 ﹤0.01% 394
2023
Q3
$45K Buy
99
+43
+77% +$19.5K ﹤0.01% 401
2023
Q2
$27K Buy
56
+55
+5,500% +$26.5K ﹤0.01% 440
2023
Q1
$0 Buy
+1
New ﹤0.01% 544
2022
Q4
Sell
-4,855
Closed -$1.47M 474
2022
Q3
$1.47M Sell
4,855
-735
-13% -$222K 0.02% 313
2022
Q2
$1.78M Sell
5,590
-4,044
-42% -$1.29M 0.02% 314
2022
Q1
$3.53M Buy
9,634
+1,834
+24% +$671K 0.03% 282
2021
Q4
$3.36M Buy
7,800
+1,650
+27% +$710K 0.03% 293
2021
Q3
$2.06M Buy
+6,150
New +$2.06M 0.02% 316