Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
644
+147
+30% +$43.3K 0.01% 666
2025
Q1
$132K Buy
497
+117
+31% +$31.2K 0.01% 711
2024
Q4
$95.6K Sell
380
-3
-0.8% -$754 ﹤0.01% 735
2024
Q3
$84.3K Buy
383
+16
+4% +$3.52K ﹤0.01% 759
2024
Q2
$63.2K Sell
367
-9
-2% -$1.55K ﹤0.01% 752
2024
Q1
$71.3K Sell
376
-8
-2% -$1.52K 0.01% 610
2023
Q4
$68.7K Buy
384
+19
+5% +$3.4K 0.01% 563
2023
Q3
$58.8K Sell
365
-77
-17% -$12.4K 0.01% 570
2023
Q2
$64.6K Hold
442
0.01% 501
2023
Q1
$64.4K Hold
442
0.01% 502
2022
Q4
$63.4K Buy
442
+74
+20% +$10.6K 0.01% 478
2022
Q3
$53K Buy
368
+34
+10% +$4.9K 0.01% 458
2022
Q2
$51K Buy
334
+284
+568% +$43.4K 0.01% 365
2022
Q1
$10K Hold
50
﹤0.01% 654
2021
Q4
$12K Buy
+50
New +$12K ﹤0.01% 632