Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Hold
1,658
0.06% 53
2025
Q1
$275K Sell
1,658
-100
-6% -$16.6K 0.05% 65
2024
Q4
$347K Buy
1,758
+1,348
+329% +$266K 0.06% 57
2024
Q3
$71.3K Hold
410
0.01% 106
2024
Q2
$71.3K Buy
410
+10
+3% +$1.74K 0.01% 106
2024
Q1
$54.4K Sell
400
-684
-63% -$93.1K 0.01% 120
2023
Q4
$113K Sell
1,084
-216
-17% -$22.5K 0.03% 90
2023
Q3
$113K Sell
1,300
-250
-16% -$21.7K 0.04% 97
2023
Q2
$156K Buy
1,550
+750
+94% +$75.7K 0.05% 90
2023
Q1
$74.4K Sell
800
-1,500
-65% -$140K 0.03% 113
2022
Q4
$171K Buy
+2,300
New +$171K 0.07% 84
2021
Q3
Sell
-150
Closed -$18K 245
2021
Q2
$18K Hold
150
0.01% 144
2021
Q1
$18K Buy
+150
New +$18K 0.01% 142